Michael A. Vidal

SELECT INVESTMENT SERVICES

SANTA BARBARA, CA 93101

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CRD#: 4995399

Professional summary

Michael Anthony Vidal, CFP®, who also goes by Michael Anthony VIdal None, Mike Anthony Vidal, Mike Vidal, is a registered financial advisor currently at SELECT INVESTMENT SERVICES located in Santa Barbara, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Anthony Vidal None | Mike Anthony Vidal | Mike Vidal

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.

1)SELECT INSURANCE SERVICES 15 CARRILLO ST. SANTA BARBARA, CA 93101 OWNER/INSURANCE BROKER/FIXED INSURANCE EFFECT: 09/2022 20 HOURS PER MONTH/20 HOURS PER MONTH DURING MARKET HOURS 2)SBCERS 130 ROBIN HILL RD, SUITE 100 GOLETA, CA 93117 VOTING TRUSTEE EFFECT: 2017 4 HOURS PER MONTH/4 HOURS PER MONTH DURING MARKET HOURS 3) THE SB COTTAGES 609 BATH ST. SANTA BARBARA, CA 93101 OWNER EFFECT: 2025 15 HOURS PER MONTH/15 HOURS PER MONTH DURING MARKET HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Vidal's 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^®

Certified Financial Planner

Start date: 2013

Experience

Current

September 25, 2024 - Present

SELECT INVESTMENT SERVICES

Office #1: 15 W Carrillo St, Santa Barbara, CA 93101

RIA

CRD#: 331739

SANTA BARBARA, CA

Past

January 4, 2023 - October 22, 2024

WEALTH INNOVATION

RIA

CRD#: 321716

SAN LUIS OBISPO, CA

Past

January 31, 2014 - December 31, 2022

CAPITAL SYNERGY PARTNERS

CRD#: 148733

SANTA BARBARA, CA

Past

January 21, 2014 - December 31, 2022

CAPITAL SYNERGY PARTNERS

RIA

CRD#: 148733

SANTA BARBARA, CA

Past

January 3, 2011 - October 19, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SANTA BARBARA, CA

Past

January 3, 2011 - October 19, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SANTA BARBARA, CA

Past

December 12, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SANTA BARBARA, CA

Past

November 28, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SANTA BARBARA, CA

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

California
(9/25/2024)

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 66

Date: 12/11/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/2007

General Securities Representative Examination

Current Firm

SELECT INVESTMENT SERVICES

MICHAEL VIDAL DBA SELECT INVESTMENT SERVICES | VIDAL, MICHAEL ANTHONY DBA SELECT INVESTMENT SERVICES | VIDAL, MICHAEL | SELECT INVESTMENT SERVICES

CRD#: 331739 / SEC#:

California

Registered Investment Advisory firm - (9/25/2024 Approved)

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Contact information

Main Address

15 W Carrillo St, Santa Barbara, CA 93101

Mailing Address

Phone number

(805) 698-0360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 450,000

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.

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Michael A. Vidal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Vidal's CRS (Customer Relationship Summary).

Certified licenses

Experience

SELECT INVESTMENT SERVICES

WEALTH INNOVATION

CAPITAL SYNERGY PARTNERS

CAPITAL SYNERGY PARTNERS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/27/2007

Current Firm

SELECT INVESTMENT SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SELECT INVESTMENT SERVICES

TRUST BUT VERIFY

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