MP
Michael J. Petyak
ADVISORY SERVICES NETWORK
Ridgeland, MS 39157
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CRD#: 2976602
MP
Professional summary
Michael James Petyak, who also goes by Michael J Petyak, is a registered financial advisor currently at ADVISORY SERVICES NETWORK located in Ridgeland, Mississippi and CALTON & ASSOCIATES, INC. located in Ridgeland, Mississippi.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael J Petyak
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) Oakmont Financial Partners ,DBA for Advisory Services Network, LLC. Investment related, Canton, MS 39046. Start Date: 08/2021. Hours per month: 200. Hours per month during Securities trading hours: 150. Duties/Responsibilities: 2) Name of Business: Insurance Business. Non-Investment related. Address: Canton, MS 39046. Nature of Business: Insurance. Position/Title/Relationship: Agent. Start Date: 07/2017. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Insurance. 3) Name of Business: USPA Referee. Non-Investment related. Address: 30 Waterworks Way, Irvine, CA 92618. Nature of Business: Judging at powerlift meets. Position/Title/Relationship: Judge. Start Date: 03/2019. Hours per month: 2. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Judge lifts during powerlifting meets which primarily fall on Saturdays and Sundays. 4) Advisory Services Network, LLC. Investment related. 6600 Peachtree Dunwoody Rd., Bldg. 600, Suite 575 Atlanta GA, 30328. Nature of business: RIA. Title: Advisor Start Date: 10/03/2017. Hour per month: 150 hours. Duties: RIA 5) Petyak Wealth Management, LLC: not investment related. Nature of business: service company for advisory business. Title: Managing Member Start Date: 5/17/2023. Hour per month: 20 hours, 7 hours during trading hours. Duties: financial advisor. 6) Gluckstadt Madison Business Alliance. Non-investment related. Address: 405 Fontaine Place, Ste. 101, Ridgeland, MS 39157. Nature of business: Gluckstadt Chamber of Commerce. Title: Officer Start Date: 03/01/2024. Hour per month: 3, Number of hours during securities trading hours: 3. Duties: Vice President of the Board of Directors. 7) The Soldier Fund. Non-investment related. Address: 173 Buckhead Dr, Madison, MS 39110. Nature of business: 501(c)(3). Title: Officer. Start Date: 05/01/2024. Hour per month: 1, Number of hours during securities trading hours: 0. Duties: Secretary of the Board.
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Petyak'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
July 10, 2017 - Present
ADVISORY SERVICES NETWORK
Office #1: 405 Fontaine Place Suite 101, Ridgeland, MS 39157RIA
CRD#: 146051
Ridgeland, MS
Current
July 10, 2017 - Present
CALTON & ASSOCIATES, INC.
Office #1: 405 Fontaine Place Suite 101, Ridgeland, MS 39157RIA
BD
CRD#: 20999
Ridgeland, MS
Past
October 3, 2014 - July 14, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
RIDGELAND, MS
Past
August 8, 2013 - July 14, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
RIDGELAND, MS
Past
March 17, 2009 - August 20, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
JACKSON, MS
Past
March 13, 2009 - August 20, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
JACKSON, MS
Past
September 26, 2008 - January 9, 2009
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
RIDGELAND, MS
Past
September 25, 2008 - January 9, 2009
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
RIDGELAND, MS
Past
June 13, 2005 - September 26, 2008
HANCOCK WHITNEY INVESTMENT SERVICES INC.
BD
CRD#: 40637
PASCAGOULA, MS
Past
September 17, 2003 - February 10, 2005
AMSOUTH INVESTMENT SERVICES, INC.
BD
CRD#: 15692
BIRMINGHAM, AL
Past
February 26, 2003 - October 20, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
April 19, 2002 - December 17, 2002
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
October 1, 2000 - March 5, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
August 2, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
February 19, 1998 - August 14, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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".
ADVISORY SERVICES NETWORK
4P WEALTH TRUST | REIDER CAPITAL MANAGEMENT | REAGAN WEALTH | REAGAN HOLLOWAY | RB WELBORN FINANCIAL | R. MEIER WEALTH MANAGEMENT | PRS INVESTMENT ADVISORS | PROVIDENCE WEALTH MANAGEMENT | PRIVATE RIDGE WEALTH MANAGEMENT | PRIVATE CLIENT GROUP | POPLE INVESTMENT MANAGEMENT | PLATINUM WEALTH ADVISORS | PIPER WEALTH MANAGEMENT | PINNACLE FINANCIAL SOLUTIONS | PFLEGER FINANCIAL SERVICES | PARO WEALTH MANAGEMENT | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT...
CRD#: 146051 / SEC#: 801-71112
RIA
Registered Investment Advisory firm - (2/16/2010 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/11/2017)
RR
Louisiana(7/11/2017)
IAR
Louisiana(7/17/2017)
RR
Mississippi(7/10/2017)
IAR
Mississippi(7/14/2017)
IAR
Texas(7/10/2017)
RR
Texas(7/11/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ADVISORY SERVICES NETWORK
4P WEALTH TRUST | REIDER CAPITAL MANAGEMENT | REAGAN WEALTH | REAGAN HOLLOWAY | RB WELBORN FINANCIAL | R. MEIER WEALTH MANAGEMENT | PRS INVESTMENT ADVISORS | PROVIDENCE WEALTH MANAGEMENT | PRIVATE RIDGE WEALTH MANAGEMENT | PRIVATE CLIENT GROUP | POPLE INVESTMENT MANAGEMENT | PLATINUM WEALTH ADVISORS | PIPER WEALTH MANAGEMENT | PINNACLE FINANCIAL SOLUTIONS | PFLEGER FINANCIAL SERVICES | PARO WEALTH MANAGEMENT | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT...
CRD#: 146051 / SEC#: 801-71112
RIA
Registered Investment Advisory firm - (2/16/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 Ashwood Parkway Suite 500, Atlanta, GA 30338
Mailing Address
Phone number
(770) 352-0449
Established
Firm type
Fiscal year end
# of Employees
215
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,513 |
| AUM (Assets Under Management) | $ 8,619,812,562 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ADVISORY SERVICES NETWORK
CRD#: 146051Ridgeland, MS 39157TRUST BUT VERIFY
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