Maximilian E Neumayer
CFP®Professional Summary
Maximilian E Neumayer, CFP®, who also goes by Maximilian Ernst Neumayer, Maximilian Neumayer, is a registered financial advisor currently at FORMATION WEALTH MANAGEMENT located in Ponte Vedra Beach, Florida. Maximilian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Maximilian has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Maximilian Ernst Neumayer, Maximilian Neumayer
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
FORMATION WEALTH LLC | FORMATION WEALTH MANAGEMENT
Contact Information
Main Address
822 A1a North Suite 310, Ponte Vedra Beach, FL 32082Mailing Address
830 A1a North Suite 13-126, Ponte Vedra Beach, FL 32082Phone Number
(904) 395-5636# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
102AUM (Assets Under Management)
$41,084,698Similar Advisors
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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.
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State Registrations and Notice Filings
(9/28/2016)
(8/29/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Maximilian E Neumayer's CRS (Customer Relationship Summary).
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