Michael L. Lentz

STRATEGIC INVESTMENT ADVISORS

RENO, NV 89502

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CRD#: 2180597

Professional summary

Michael L Lentz is a registered financial advisor currently at STRATEGIC INVESTMENT ADVISORS, INC. located in Reno, Nevada.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 1 firm and has passed the Series 63 and Series 65 exams.

Question & Answer

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.

CPA, STOCKHOLDER OF MICHAEL L. LENTZ, CPA APC WHICH IS INVESTMENT RELATED LOCATED AT 375 VASSAR ST., RENO, NV 89502 WORKING APP;ROX. 30 HOURS PER WEEK AND OPEN DURING TRADING HOURS. FIRM MAY PROVIDE FINANCIAL PLANNING TO CLIENTS THAT MAY INVEST IN ADVISORY FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael L Lentz's 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

May 12, 1997 - Present

STRATEGIC INVESTMENT ADVISORS, INC.

Office #1: 375 Vassar St., Reno, NV 89502

RIA

CRD#: 122215

RENO, NV

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

California
(3/8/2000)

IAR

Nevada
(5/12/1997)

IAR

Oregon
(8/27/2003)

IAR

Texas
(4/20/2023)

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

Series 63

Date: 10/5/1999

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/4/1997

Uniform Investment Adviser Law Examination

Current Firm

STRATEGIC INVESTMENT ADVISORS, INC.

CRD#: 122215 / SEC#: 801-62574

RIA

Registered Investment Advisory firm - (12/15/2011 Terminated)

California

Registered Investment Advisory firm - (12/6/2011 Approved)

Nevada

Registered Investment Advisory firm - (12/5/2011 Approved)

Oregon

Registered Investment Advisory firm - (12/7/2011 Approved)

Texas

Registered Investment Advisory firm - (4/10/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

375 Vassar Street, Reno, NV 89502

Mailing Address

Phone number

(775) 525-5638

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	202
AUM (Assets Under Management)	$ 91,625,733

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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Michael L. Lentz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael L Lentz's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/1999

Series 65

Date: 2/4/1997

Current Firm

STRATEGIC INVESTMENT ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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