Michael D. Stark

AMERICAN FINANCIAL ADVISORS.

MARIETTA, GA 30062

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CRD#: 2918605

Professional summary

Michael David Stark, who also goes by Michael Stark, is a registered financial advisor currently at AMERICAN FINANCIAL ADVISORS, LLC. located in Marietta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Stark

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Stark'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

March 24, 2003 - Present

AMERICAN FINANCIAL ADVISORS, LLC.

Office #1: 2551 Roswell Rd Suite 310, Marietta, GA 30062

RIA

CRD#: 115824

MARIETTA, GA

Past

March 24, 2003 - April 13, 2005

ADVISOR FINANCIAL SERVICES, LLP

RIA

CRD#: 110115

WODSTOCK, GA

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".

AMERICAN FINANCIAL ADVISORS, LLC.

CRD#: 115824 / SEC#: 801-60761

RIA

Registered Investment Advisory firm - (12/13/2001 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
(8/24/2010)

IAR

Louisiana
(3/25/2003)

IAR

Texas
(3/24/2003)

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: 7/5/1997

Uniform Investment Adviser Law Examination

Current Firm

AMERICAN FINANCIAL ADVISORS, LLC.

CRD#: 115824 / SEC#: 801-60761

RIA

Registered Investment Advisory firm - (12/13/2001 Approved)

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Contact information

Main Address

2551 Roswell Road Suite 310, Marietta, GA 30062

Mailing Address

Phone number

(770) 977-2434

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMERICAN FINANCIAL ADVISORS BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,950
AUM (Assets Under Management)	$ 895,119,966

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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Firm Stability Insights

Michael D. Stark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Stark's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN FINANCIAL ADVISORS, LLC.

ADVISOR FINANCIAL SERVICES, LLP

Primary Firm SEC Registration

AMERICAN FINANCIAL ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/1997

Current Firm

AMERICAN FINANCIAL ADVISORS, LLC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN FINANCIAL ADVISORS, LLC.

TRUST BUT VERIFY

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