Michael T. Fields

SOUTHBRIDGE ADVISORS

Marieta, GA 30068

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CRD#: 4158904

Professional summary

Michael Todd Fields, CFP® is a registered financial advisor currently at SOUTHBRIDGE ADVISORS, LLC located in Marieta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 5 firms and has passed the Series 63 and Series 7 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.

1) MICHAEL TODD FIELDS IS A LICENSED INSURANCE AGENT. INVESTMENT RELATED. SPENDS APPROX. 2 HOURS PER MONTH. PROVIDES INSURANCE SALES. 2) Door & Decor, LLC - Non-investment related; 935 HWY 124, Suite 405, Braselton, GA 30517; CFO; Start Date: 1/2020; 5 hours per week; duties include business administration, review finances and marketing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Todd Fields'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

December 13, 2019 - Present

SOUTHBRIDGE ADVISORS, LLC

Office #1: 533 Johnson Ferry Road Suite 200, Marieta, GA 30068

RIA

CRD#: 306075

Marieta, GA

Past

March 6, 2013 - March 26, 2020

SOUTHBRIDGE

RIA

CRD#: 119040

BUFORD, GA

Past

January 18, 2007 - February 28, 2013

TRUSTED WEALTH MANAGEMENT, INC

RIA

CRD#: 141508

DULUTH, GA

Past

March 17, 2004 - May 30, 2007

SOUTHBRIDGE

RIA

CRD#: 119040

DULUTH, GA

Past

February 6, 2002 - February 28, 2007

TRIAD ADVISORS LLC

CRD#: 25803

DULUTH, GA

Past

May 31, 2000 - December 5, 2001

E*TRADE SECURITIES LLC

CRD#: 29106

JERSEY CITY, 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".

SOUTHBRIDGE ADVISORS, LLC

SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA

Registered Investment Advisory firm - (12/12/2019 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
(12/13/2019)

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: 5/30/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/2000

General Securities Representative Examination

Current Firm

SOUTHBRIDGE ADVISORS, LLC

SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA

Registered Investment Advisory firm - (12/12/2019 Approved)

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Contact information

Main Address

533 Johnson Ferry Road Suite 200, Marieta, GA 30068

Mailing Address

Phone number

(866) 797-8693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE BROCHURE (3/30/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	610
AUM (Assets Under Management)	$ 349,736,637

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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Michael T. Fields

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Todd Fields's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHBRIDGE ADVISORS, LLC

SOUTHBRIDGE

TRUSTED WEALTH MANAGEMENT, INC

SOUTHBRIDGE

TRIAD ADVISORS LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

SOUTHBRIDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/30/2000

Series 7

Date: 5/8/2000

Current Firm

SOUTHBRIDGE ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOUTHBRIDGE ADVISORS, LLC

TRUST BUT VERIFY

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