Michael R. Lipsey

LONGVIEW WEALTH MANAGEMENT

Atlanta, GA 30342

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CRD#: 1255589

Professional summary

Michael Ross Lipsey, AIF®, CFP® is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Investment Planning

Retirement Income Management

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

None

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.

APRIL 2006; INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES; INVESTMENT RELATED; 10 HOURS/WEEK DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ross Lipsey'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

July 2, 2008 - Present

LONGVIEW WEALTH MANAGEMENT

Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342

RIA

CRD#: 136214

Atlanta, GA

Past

July 2, 2008 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

Past

October 9, 2003 - July 3, 2008

CREATIVE FINANCIAL GROUP LTD

RIA

CRD#: 105617

ATLANTA, GA

Past

March 18, 2003 - July 3, 2008

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

ATLANTA, GA

Past

December 6, 2001 - October 9, 2003

CREATIVE FINANCIAL GROUP LTD

RIA

CRD#: 105617

ATLANTA, GA

Past

August 1, 2001 - July 3, 2008

SYNOVUS SECURITIES, INC.

CRD#: 14023

COLUMBUS, GA

Past

April 1, 1998 - August 1, 2001

ROBERT ANDREW SECURITIES, INC.

CRD#: 44566

ATLANTA, GA

Past

May 27, 1994 - March 26, 1998

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

Past

May 19, 1989 - May 27, 1994

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

February 1, 1988 - May 30, 1989

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

May 16, 1984 - February 17, 1988

WADDELL & REED

CRD#: 866

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".

LONGVIEW WEALTH MANAGEMENT

FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA

Registered Investment Advisory firm - (9/19/2005 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
(7/15/2008)

IAR

Louisiana
(3/24/2009)

IAR

Texas
(7/2/2008)

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 66

Date: 8/4/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/18/1984

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: 8/20/1988

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/4/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 5/11/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LONGVIEW WEALTH MANAGEMENT

FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA

Registered Investment Advisory firm - (9/19/2005 Approved)

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Contact information

Main Address

5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Mailing Address

Phone number

(404) 843-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP BROCHURE (3/24/2025)

ADV PART II BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,214
AUM (Assets Under Management)	$ 1,104,703,390

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

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Michael R. Lipsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ross Lipsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

CREATIVE FINANCIAL GROUP LTD

SYNOVUS SECURITIES, INC.

CREATIVE FINANCIAL GROUP LTD

SYNOVUS SECURITIES, INC.

ROBERT ANDREW SECURITIES, INC.

AEGON USA SECURITIES INC.

KEOGLER, MORGAN & COMPANY, INC.

CETERA WEALTH SERVICES, LLC

WADDELL & REED

Primary Firm SEC Registration

LONGVIEW WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2004

Series 63

Date: 4/18/1984

SIE

Date: 10/1/2018

Series 7

Date: 8/20/1988

Series 22

Date: 6/4/1984

Series 6

Date: 5/11/1984

Current Firm

LONGVIEW WEALTH MANAGEMENT

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONGVIEW WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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