Edward S. Michelson

FIDUCIARYVEST

ATLANTA, GA 30339

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CRD#: 1109096

Professional summary

Edward Samuel Michelson, who also goes by Ed Michelson, Edward S Michelson, Edwared Michelson, is a registered financial advisor currently at FIDUCIARYVEST, LLC located in Atlanta, Georgia.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Edward has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Legacy Media South Address: 120 Village Circle, Senoia, GA Nature of the Business: Radio Station Position/Title: Partner Investment Related:No Start Date: 01/19/2017 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Passive owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Samuel Michelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

October 4, 2023 - Present

FIDUCIARYVEST, LLC

Office #1: 600 Galleria Parkway Suite 1650, Atlanta, GA 30339

RIA

CRD#: 134351

ATLANTA, GA

Past

June 15, 2018 - August 24, 2023

KINGSWOOD CAPITAL PARTNERS, LLC

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

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.

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

CRD#: 4161

ATLANTA, GA

Past

March 22, 1983 - May 24, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/13/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities Representative Examination

Current Firm

FIDUCIARYVEST, LLC

CRD#: 134351 / SEC#: 801-63958

RIA

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

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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

SEC notice filing (2 States and Territories)

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 Accounts	59
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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Edward S. Michelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Samuel Michelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

ATLANTA CONSULTING GROUP ADVISORS, LLC

SGMA CAPITAL MARKETS LIMITED

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FIDUCIARYVEST, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/1993

Series 63

Date: 4/13/1983

SIE

Date: 10/1/2018

Series 7

Date: 3/19/1983

Current Firm

FIDUCIARYVEST, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARYVEST, LLC

TRUST BUT VERIFY

Contact information

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