Michael L Allison
Professional Summary
Michael L Allison, who also goes by Michael Lee Allison, Michael Allison, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Savannah, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 15 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Lee Allison, Michael Allison
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | STRATEGIC PLANNING CORPORATION | SKYE WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | PLAN TO INVEST CAPITAL MANAGEMENT INC. | NORTHPOINTE PRIVATE WEALTH | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | DANTAS FINANCIAL | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
Contact Information
Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204Phone Number
(844) 200-2568# of Employees
47SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,330AUM (Assets Under Management)
$1,413,379,200Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | STRATEGIC PLANNING CORPORATION | SKYE WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | PLAN TO INVEST CAPITAL MANAGEMENT INC. | NORTHPOINTE PRIVATE WEALTH | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | DANTAS FINANCIAL | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
State Registrations and Notice Filings
(8/25/2025)
(9/8/2025)
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 Michael L Allison's CRS (Customer Relationship Summary).
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