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MH

Michael C. Hall

SALTMARSH FINANCIAL ADVISORS
Pensacola, FL 32501
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CRD#: 4552893
MH

Professional summary


Michael Christopher Hall, CFP®, who also goes by Michael C Hall, Michael Hall, is a registered financial advisor currently at SALTMARSH FINANCIAL ADVISORS, LLC located in Pensacola, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 10 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 31, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael C Hall | Michael Hall

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 Christopher Hall'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®

Start date: 2013

Experience


Current

August 8, 2024 - Present

SALTMARSH FINANCIAL ADVISORS, LLC

Office #1: 900 N 12th Avenue, Pensacola, FL 32501
RIA
CRD#: 132248
Pensacola, FL
Past

September 16, 2022 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
Germantown, TN
Past

September 16, 2022 - May 19, 2024

TD AMERITRADE, INC.

BD
CRD#: 7870
Germantown, TN
Past

September 3, 2019 - July 23, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Germantown, TN
Past

April 17, 2015 - August 15, 2019

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
LONE TREE, CO
Past

February 12, 2015 - July 23, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Germantown, TN
Past

January 26, 2015 - April 17, 2015

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Germantown, TN
Past

April 26, 2012 - January 2, 2015

WAVERLY ADVISORS, LLC

RIA
CRD#: 115332
PENSACOLA, FL
Past

June 28, 2011 - April 13, 2012

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
GULF BREEZE, FL
Past

June 10, 2011 - April 13, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
GULF BREEZE, FL
Past

July 24, 2006 - April 12, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ENGLEWOOD, CO
Past

July 21, 2006 - April 12, 2011

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ENGLEWOOD, CO
Past

January 29, 2004 - February 17, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BIRMINGHAM, AL
Past

January 28, 2004 - February 17, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 28, 2004 - February 17, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

August 22, 2002 - June 25, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
BIRMINGHAM, AL
Past

August 1, 2002 - June 25, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
SF
SALTMARSH FINANCIAL ADVISORS, LLC
SALTMARSH FINANCIAL ADVISORS, L.L.C. | SALTMARSH FINANCIAL ADVISORS, LLC

CRD#: 132248 / SEC#: 801-110278

RIA
Registered Investment Advisory firm - (4/5/2017 Approved)
Florida
Registered Investment Advisory firm - (4/13/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (4/18/2017 Terminated)
Texas
Registered Investment Advisory firm - (4/13/2017 Terminated)

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
Alabama
(8/8/2024)
IAR
Florida
(8/15/2024)
IAR
Texas
(8/8/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 2/24/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2002
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/17/2003
Futures Managed Funds Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SF
SALTMARSH FINANCIAL ADVISORS, LLC
SALTMARSH FINANCIAL ADVISORS, L.L.C. | SALTMARSH FINANCIAL ADVISORS, LLC

CRD#: 132248 / SEC#: 801-110278

RIA
Registered Investment Advisory firm - (4/5/2017 Approved)
Florida
Registered Investment Advisory firm - (4/13/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (4/18/2017 Terminated)
Texas
Registered Investment Advisory firm - (4/13/2017 Terminated)
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Contact information


Main Address
900 N 12th Avenue, Pensacola, FL 32501-3305
Mailing Address
P.o. Drawer 13207, Pensacola, FL 32591-3207
Phone number
(850) 435-8300
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SALTMARSH FINANCIAL ADVISORS FIRM DISCLOSURE BROCHURE (11/17/2025)

Regulatory assets under management


Total Number of Accounts234
AUM (Assets Under Management)$ 318,447,000

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.

Company Information


SALTMARSH FINANCIAL ADVISORS, LLC

CRD#: 132248Pensacola, FL 32501

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