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MG

Michael S. Gold

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CRD#: 1028317
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Stephan Gold, who also goes by Mg Gold, Michael "mg" Gold, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 18 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 52 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mg Gold | Michael "mg" Gold

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 11, 2014 - June 28, 2019

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
CLEARWATER, FL
Past

August 11, 2014 - June 28, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
CLEARWATER, FL
Past

June 24, 2011 - August 20, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
POMPANO BEACH, FL
Past

June 24, 2011 - August 20, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
POMPANO BEACH, FL
Past

April 12, 2007 - June 29, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
FT. LAUDERDALE, FL
Past

April 11, 2007 - June 29, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
FT. LAUDERDALE, FL
Past

November 19, 2003 - April 12, 2007

J. B. HANAUER & CO.

RIA
CRD#: 6958
HALLANDALE, FL
Past

October 24, 2003 - April 12, 2007

J. B. HANAUER & CO.

BD
CRD#: 6958
HALLANDALE, FL
Past

October 19, 2001 - February 27, 2002

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

February 15, 2000 - August 13, 2002

SILER WEALTH MANAGEMENT

RIA
CRD#: 108682
ALTAMONTE SPRINGS, FL
Past

February 17, 1995 - October 19, 2001

FAS WEALTH MANAGEMENT SERVICES, INC.

BD
CRD#: 10164
SARASOTA, FL
Past

January 3, 1994 - February 9, 1995

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

September 9, 1993 - January 3, 1994

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
BOCA RATON, FL
Past

July 2, 1992 - September 7, 1993

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

August 19, 1986 - November 2, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

April 1, 1985 - October 6, 1986

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

December 26, 1984 - April 8, 1985

CRALIN & CO., INC.

BD
CRD#: 7605
Past

May 8, 1984 - January 2, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 20, 1983 - May 22, 1984

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

July 23, 1982 - August 19, 1983

ARCH W. ROBERTS & CO.

BD
CRD#: 7140
Past

January 26, 1982 - July 28, 1982

DONALD SHELDON & CO., INC.

BD
CRD#: 6966

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/20/2003
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/31/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/12/1993
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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