Danny G. Michael

SATORI WEALTH MANAGEMENT

San Diego, CA 92122-4604

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CRD#: 4256559

Professional summary

Danny George Michael, CFP® is a registered financial advisor currently at SATORI WEALTH MANAGEMENT, INC. located in San Diego, California.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Danny has worked at 10 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Biography

Principal & Founder

Danny G. Michael has 18 years of experience as an investment advisor for a number of different financial institutions working with mass affluent and high net worth families and business owners. He received a Bachelors of Science from University of California, Riverside in 2000 and a Masters of science degree in Financial and Tax Planning from San Diego State University in 2008. Danny has also been a Certified Financial Planner™ since 2006 and is also an Accredited Investment Fiduciary.

Question & Answer

What are your service offerings?

Investment Planning

Employee and Employer Plan Ben...

Estate Planning

Insurance Planning

Social Security Planning

Education Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Baby Boomers

Business Owners

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny George Michael'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

May 24, 2017 - Present

SATORI WEALTH MANAGEMENT, INC.

Office #1: 4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604

RIA

CRD#: 287979

San Diego, CA

Past

June 6, 2014 - May 12, 2017

PURE FINANCIAL ADVISORS, LLC

RIA

CRD#: 144316

Woodland Hills, CA

Past

October 28, 2010 - September 30, 2011

VISION INVESTMENT SERVICES, INC.

CRD#: 46609

SAN DIEGO, CA

Past

August 30, 2010 - March 24, 2014

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

SAN DIEGO, CA

Past

July 24, 2008 - August 6, 2010

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

LA JOLLA, CA

Past

July 24, 2008 - August 6, 2010

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

LA JOLLA, CA

Past

July 5, 2007 - May 21, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

RIA

CRD#: 103919

SAN DIEGO, CA

Past

June 19, 2007 - May 21, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

CRD#: 103919

SAN DIEGO, CA

Past

January 26, 2004 - June 18, 2007

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

LA MESA, CA

Past

January 23, 2004 - June 18, 2007

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

LA MESA, CA

Past

November 15, 2001 - January 16, 2004

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

July 27, 2001 - November 1, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 8, 2001 - July 19, 2001

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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

California
(5/24/2017)

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: 8/24/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 8/31/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/21/2000

General Securities Representative Examination

Current Firm

SATORI WEALTH MANAGEMENT, INC.

CLEARPATH ADVISERS | SATORI WEALTH MANAGEMENT, INC.

CRD#: 287979 / SEC#:

California

Registered Investment Advisory firm - (5/24/2017 Approved)

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Contact information

Main Address

4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604

Mailing Address

Phone number

(619) 305-0553

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 60,291,454

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Danny G. Michael

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny George Michael's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURE FINANCIAL ADVISORS, LLC

VISION INVESTMENT SERVICES, INC.

NORTHERN TRUST SECURITIES, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

COUNTRYWIDE INVESTMENT SERVICES, INC.

COUNTRYWIDE INVESTMENT SERVICES, INC.

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

NATIONAL PLANNING CORPORATION

MORGAN STANLEY DW INC.

TD AMERITRADE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2001

Series 63

Date: 3/15/2001

Series 31

Date: 8/31/2001

Series 7

Date: 12/21/2000

Current Firm

SATORI WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SATORI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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