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Michel Cowdery

BIP WEALTH
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 4571500
MC

Professional summary

Michel Cowdery, who also goes by Michel Ian Cowdery, Michel I Cowdery, is a registered financial advisor currently at BIP WEALTH, LLC located in Atlanta, Georgia.

Michel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michel has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michel Ian Cowdery | Michel I Cowdery

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 Michel Cowdery'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®
None

Experience

Current

March 9, 2018 - Present

BIP WEALTH, LLC

Office #1: 3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
RIA
CRD#: 143208
Atlanta, GA
Past

January 25, 2017 - February 26, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Alpharetta, GA
Past

January 17, 2017 - February 26, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Alpharetta, GA
Past

July 1, 2016 - September 29, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
PEACHTREE COR, GA
Past

June 29, 2016 - September 29, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
PEACHTREE COR, GA
Past

August 14, 2015 - March 22, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Atlanta, GA
Past

August 6, 2015 - March 22, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Atlanta, GA
Past

August 27, 2012 - June 30, 2014

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
ATLANTA, GA
Past

August 27, 2012 - June 30, 2014

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
ATLANTA, GA
Past

January 30, 2012 - August 29, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ALPHARETTA, GA
Past

January 25, 2012 - August 29, 2012

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ALPHARETTA, GA
Past

December 15, 2009 - October 13, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

December 9, 2009 - October 13, 2011

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

September 24, 2008 - July 6, 2009

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
ALPHARETTA, GA
Past

September 10, 2008 - July 2, 2009

INVESTACORP, INC.

BD
CRD#: 7684
ALPHARETTA, GA
Past

January 6, 2003 - September 12, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ATLANTA, GA
Past

January 2, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 2, 2003 - September 12, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ATLANTA, GA

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".
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 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
(3/9/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/27/2002
General Securities Representative Examination

Current Firm

BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 Approved)
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Contact information

Main Address
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
Mailing Address
Phone number
(404) 495-5230
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (22 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

ADV PART 2A - APPENDIX 1 (10/13/2025)
ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts11,697
AUM (Assets Under Management)$ 4,460,675,379

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report

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

BIP WEALTH, LLC

CRD#: 143208Atlanta, GA 30305

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