Michael E. Pearson

BALENTINE

Atlanta, GA 30326

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CRD#: 2751813

Professional summary

Michael Eugene Pearson is a registered financial advisor currently at BALENTINE located in Atlanta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 11 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 24, Series 10 and Series 9 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.

POSITION: PUBLIC ARBITRATOR NATURE: FINRA (FINANCIAL INDUSTRY REGULATORY AUTHORITY) IS THE SELF-REGULATORY BODY FOR BROKER DEALERS. INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2004 ADDRESS: , ATLANTA GA DESCRIPTION: SERVE AS NUETRAL MEMBER OF THREE PARTY ARBITRATION PANEL TO RESOLVE INDUSTRY RELATED DISPUTES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Eugene Pearson'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

January 19, 2024 - Present

BALENTINE

Office #1: 3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326

RIA

CRD#: 152511

Atlanta, GA

Past

December 10, 2019 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

December 9, 2019 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

June 28, 2016 - December 31, 2017

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

ATLANTA, GA

Past

June 28, 2016 - September 6, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

June 26, 2013 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

June 18, 2013 - September 6, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

February 8, 2013 - June 12, 2013

PFS INVESTMENTS INC.

RIA

CRD#: 10111

CHARLOTTE, NC

Past

January 28, 2013 - June 12, 2013

PFS INVESTMENTS INC.

CRD#: 10111

CHARLOTTE, NC

Past

February 6, 2007 - August 26, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

CHARLOTTE, NC

Past

January 31, 2007 - August 26, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTE, NC

Past

December 15, 2004 - December 31, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

SAINT PETERSBURG, FL

Past

December 1, 2004 - December 31, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

October 7, 2003 - November 30, 2004

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

TAMPA, FL

Past

September 10, 2003 - November 30, 2004

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

July 25, 2002 - September 12, 2003

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

CRD#: 13042

HATO REY, PR

Past

January 30, 2002 - September 12, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

December 23, 1997 - September 12, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

BALENTINE

BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA

Registered Investment Advisory firm - (12/14/2009 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
(1/19/2024)

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: 9/10/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/1/2004

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/6/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 3/4/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/22/2002

General Securities Sales Supervisor - Options Module Examination

Current Firm

BALENTINE

BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA

Registered Investment Advisory firm - (12/14/2009 Approved)

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Contact information

Main Address

3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326

Mailing Address

Phone number

(404) 537-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALENTINE FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,796
AUM (Assets Under Management)	$ 5,295,516,500

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.

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Advisor Monitoring

Firm Stability Insights

Michael E. Pearson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Eugene Pearson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

GFO ADVISORY SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

BALENTINE

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2001

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/22/1997

Series 53

Date: 3/1/2004

Series 24

Date: 9/6/2002

Series 10

Date: 3/4/2002

Series 9

Date: 1/22/2002

Current Firm

BALENTINE

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALENTINE

TRUST BUT VERIFY

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