Michael A. Greer

RISE WEALTH PARTNERS LLC

Mechanicsville, VA 23116

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CRD#: 5083519

Professional summary

Michael A Greer, who also goes by Michael Anthony Greer, is a registered financial advisor currently at RISE WEALTH PARTNERS LLC located in Mechanicsville, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Anthony Greer

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. DBA: GREER FINANCIAL GROUP, LLC. 2. MEHL PROPERTIES, LLC - PERSONAL REALESTATE INVESTING- OWNER- 10% TIME SPENT 3. FIXED INSURANCE BUSINESS- INSURANCE ADVISOR - 10% TIME SPENT 4. American Family Bio-Clean LLC; Manager; Mechanicsville, VA; 10% TIME SPENT 5. American Family Bio-Clean Franchise LLC; Authorized Member; Mechanicsville, VA; 10% TIME SPENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Greer'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®

None

Experience

Current

October 12, 2023 - Present

RISE WEALTH PARTNERS LLC

Office #1: 8200 Center Path Ln Ste A, Mechanicsville, VA 23116

RIA

CRD#: 327073

Mechanicsville, VA

Past

September 21, 2017 - October 12, 2023

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

Mechanicsville, VA

Past

October 4, 2016 - December 31, 2021

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

Mechanicsville, VA

Past

October 27, 2015 - September 20, 2016

J.W. COLE FINANCIAL, INC.

CRD#: 124583

Mechanicsville, VA

Past

September 18, 2015 - October 27, 2016

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Fairview, NC

Past

April 16, 2014 - January 22, 2015

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MECHANICSVILLE, VA

Past

March 6, 2014 - January 22, 2015

FSC SECURITIES CORPORATION

CRD#: 7461

MECHANICSVILLE, VA

Past

November 12, 2013 - February 24, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MECHANICSVILLE, VA

Past

November 12, 2013 - February 24, 2014

SECURITIES AMERICA, INC.

CRD#: 10205

MECHANICSVILLE, VA

Past

August 10, 2012 - November 15, 2013

THE RETIREMENT GROUP, LLC

RIA

CRD#: 148296

SAN DIEGO, CA

Past

September 27, 2011 - July 26, 2012

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MECHANICSVILLE, VA

Past

September 15, 2011 - November 18, 2013

FSC SECURITIES CORPORATION

CRD#: 7461

MECHANICSVILLE, VA

Past

December 16, 2009 - September 26, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

MECHANICSVILLE, VA

Past

December 16, 2009 - September 26, 2011

LPL FINANCIAL LLC

CRD#: 6413

MECHANICSVILLE, VA

Past

March 30, 2007 - December 21, 2009

EDWARD JONES

RIA

CRD#: 250

MECHANICSVILLE, VA

Past

March 14, 2006 - December 21, 2009

EDWARD JONES

CRD#: 250

MECHANICSVILLE, VA

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

Virginia
(10/12/2023)

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: 3/23/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/27/2010

General Securities Principal Examination

Current Firm

RISE WEALTH PARTNERS LLC

CRD#: 327073 / SEC#:

Virginia

Registered Investment Advisory firm - (10/12/2023 Approved)

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Contact information

Main Address

8200 Center Path Ln Ste A, Mechanicsville, VA 23116

Mailing Address

Phone number

(804) 427-7784

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	474
AUM (Assets Under Management)	$ 53,720,137

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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Advisor Monitoring

Firm Stability Insights

Michael A. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERN CAPITAL ADVISORS, LLC

MODERN CAPITAL ADVISORS, LLC

J.W. COLE FINANCIAL, INC.

J. W. COLE ADVISORS, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

THE RETIREMENT GROUP, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2007

Series 63

Date: 3/17/2006

SIE

Date: 9/20/2016

Series 7

Date: 3/13/2006

Series 24

Date: 12/27/2010

Current Firm

RISE WEALTH PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RISE WEALTH PARTNERS LLC

TRUST BUT VERIFY

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