Michael M. Anderson

PRIVATE WEALTH GROUP

Tampa, FL 33634

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CRD#: 4692633

Professional summary

Michael Mclellan Anderson, who also goes by Michael M Anderson, is a registered financial advisor currently at PRIVATE WEALTH GROUP, LLC located in Tampa, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 2 firms and has passed the Series 65, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael M Anderson

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 Mclellan Anderson'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

April 20, 2010 - Present

PRIVATE WEALTH GROUP, LLC

Office #1: 4902 Eisenhower Blvd Suite 150, Tampa, FL 33634

RIA

CRD#: 128560

Tampa, FL

Past

April 20, 2010 - December 31, 2016

PRIVATE WEALTH GROUP, LLC

RIA

CRD#: 128560

TAMPA, FL

Past

December 8, 2003 - January 28, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, 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".

PRIVATE WEALTH GROUP, LLC

CRD#: 128560 / SEC#: 801-67745

RIA

Registered Investment Advisory firm - (4/19/2007 Approved)

Florida

Registered Investment Advisory firm - (10/30/2007 Terminated)

Nevada

Registered Investment Advisory firm - (12/17/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(4/20/2010)

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: 6/11/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 4/30/2015

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/6/2003

General Securities Representative Examination

Current Firm

PRIVATE WEALTH GROUP, LLC

CRD#: 128560 / SEC#: 801-67745

RIA

Registered Investment Advisory firm - (4/19/2007 Approved)

Florida

Registered Investment Advisory firm - (10/30/2007 Terminated)

Nevada

Registered Investment Advisory firm - (12/17/2007 Terminated)

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Contact information

Main Address

4902 Eisenhower Blvd Suite 150, Tampa, FL 33634

Mailing Address

Phone number

(813) 226-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PWG FORM ADV PART 2 DISCLOSURE BROCHURE (8/8/2025)

Regulatory assets under management

Total Number of Accounts	618
AUM (Assets Under Management)	$ 281,812,005

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.

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Michael M. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Mclellan Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE WEALTH GROUP, LLC

PRIVATE WEALTH GROUP, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

PRIVATE WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2009

Series 3

Date: 4/30/2015

Series 7

Date: 12/6/2003

Current Firm

PRIVATE WEALTH GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE WEALTH GROUP, LLC

TRUST BUT VERIFY

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