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EM

Edward S. Michelson

Some features on this profile are disabled
CRD#: 1109096
EM

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.

Edward Samuel Michelson, who also goes by Ed Michelson, Edward S Michelson, Edwared Michelson, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1983. Edward had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ed Michelson | Edward S Michelson | Edwared Michelson

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

October 4, 2023 - December 31, 2025

FIDUCIARYVEST, LLC

RIA
CRD#: 134351
ATLANTA, GA
Past

June 15, 2018 - August 24, 2023

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
Atlanta, GA
Past

January 26, 2018 - August 16, 2023

ATLANTA CONSULTING GROUP ADVISORS, LLC

RIA
CRD#: 288169
ATLANTA, GA
Past

January 8, 2018 - June 15, 2018

SGMA CAPITAL MARKETS LIMITED

BD
CRD#: 135327
NEW YORK, NY
Past

February 13, 2013 - December 31, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ATLANTA, GA
Past

February 13, 2013 - December 31, 2017

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ATLANTA, GA
Past

January 1, 2001 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
ATLANTA, GA
Past

May 3, 1985 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ATLANTA, GA
Past

March 22, 1983 - May 24, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FL
FIDUCIARYVEST, LLC
FIDUCIARYVEST, LLC

CRD#: 134351 / SEC#: 801-63958

RIA
Registered Investment Advisory firm - (2/17/2005 Approved)

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
IAR
Series 65
Date: 12/15/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/19/1983
General Securities Representative Examination

Current Firm

FL
FIDUCIARYVEST, LLC
FIDUCIARYVEST, LLC

CRD#: 134351 / SEC#: 801-63958

RIA
Registered Investment Advisory firm - (2/17/2005 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5600 Roswell Road Building C, Atlanta, GA 30342
Mailing Address
Phone number
(404) 446-1270
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2 - BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts59
AUM (Assets Under Management)$ 4,403,994,687

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

FIDUCIARYVEST, LLC

CRD#: 134351

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Contact information

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