Michael Most
SAVVY
Fort Lauderdale, FL
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CRD#: 2565512
Professional summary
Michael Most, who also goes by Amir M Most, Amir Most, Amir A Mostafa, Laila Sabahy, is a registered financial advisor currently at SAVVY located in Fort Lauderdale, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Michael Most has dedicated the last 27 years to the ever-evolving landscape of the financial services industry. His professional journey commenced at American Express Financial Advisors, where he seamlessly transitioned from the role of Training Manager to District Manager, ultimately finding his niche as a Private Wealth Advisor. In 2012, he embraced a new chapter at LPL Financial, continuing his impactful work as a Private Wealth Advisor.
Beyond the numbers and charts, Michael is a devoted reader and perpetual learner, always seeking opportunities to expand his knowledge. Nature holds a special allure for him, and he finds solace in its beauty. When not immersed in the financial world, you're likely to find Michael on the tennis or pickleball court, where he thrives on the thrill of competition and the camaraderie it fosters. Michael's journey of growth and fulfillment is driven by a genuine desire to make a positive impact on those around him.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amir M Most | Amir Most | Amir A Mostafa | Laila Sabahy
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.
1. 12/28/2015 - Michael Most Financial - INV REL - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START DBA for LPL Business (entity for LPL business) - 40 HORUS PER MONTH - There's no change in business under this DBA.
2. 12/14/2016 - AST - Investment Related - Texas, New York, New Jersey, Florida - Property and Casualty - Start 12/15/2016 - 10 Hours Per Month/1 Hour During Securities Trading - property & casualty insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Most'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®
NoneExperience
Current
August 24, 2023 - Present
SAVVY
RIA
CRD#: 318493
Fort Lauderdale, FL
Past
December 7, 2015 - September 22, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT LAUDERDALE, FL
Past
November 16, 2012 - September 22, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT LAUDERDALE, FL
Past
October 3, 2006 - October 11, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
NEW YORK, NY
Past
October 18, 1996 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 18, 1996 - November 19, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEW YORK, NY
Past
January 1, 1996 - October 25, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
January 1, 1996 - October 25, 1996
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
Florida(9/7/2023)
IAR
Texas(8/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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