Michael C. Hall
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Christopher Hall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
August 8, 2024 - Present
SALTMARSH FINANCIAL ADVISORS, LLC
Office #1: 900 N 12th Avenue, Pensacola, FL 32501September 16, 2022 - October 14, 2022
TD AMERITRADE, INC.
September 16, 2022 - May 19, 2024
TD AMERITRADE, INC.
September 3, 2019 - July 23, 2024
CHARLES SCHWAB & CO., INC.
April 17, 2015 - August 15, 2019
SCHWAB WEALTH ADVISORY, INC.
February 12, 2015 - July 23, 2024
CHARLES SCHWAB & CO., INC.
January 26, 2015 - April 17, 2015
CHARLES SCHWAB & CO., INC.
April 26, 2012 - January 2, 2015
WAVERLY ADVISORS, LLC
June 28, 2011 - April 13, 2012
EAGLE STRATEGIES LLC
June 10, 2011 - April 13, 2012
NYLIFE SECURITIES LLC
July 24, 2006 - April 12, 2011
CHARLES SCHWAB & CO., INC.
July 21, 2006 - April 12, 2011
CHARLES SCHWAB & CO., INC.
January 29, 2004 - February 17, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
January 28, 2004 - February 17, 2006
IDS LIFE INSURANCE COMPANY
January 28, 2004 - February 17, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
August 22, 2002 - June 25, 2003
MORGAN STANLEY DW INC.
August 1, 2002 - June 25, 2003
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
SALTMARSH FINANCIAL ADVISORS, LLC
CRD#: 132248 / SEC#: 801-110278
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/8/2024)
(8/15/2024)
(8/8/2024)
Exams
Current Firm
SALTMARSH FINANCIAL ADVISORS, LLC
CRD#: 132248 / SEC#: 801-110278
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 318,447,000 |
Red Flags
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