Michael Christopher Dayoub
CFP®Professional Summary
Michael Christopher Dayoub, CFP® is a registered financial advisor currently at ALPHA FINANCIAL MANAGEMENT, INC. located in Savannah, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Funding
- Business Services
- Financial Planning
- Tax Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
Specializations
Biography
It's important to me to find out what is important to you and to find the most cost-effective way to help you achieve your financial goals. My tax preparation background helps consider the tax impact of investment decisions. At Alpha Financial Management, we act as CFO for successful clients and families, provide wealth building services for younger clients, and provide a Second Opinion thorough no-cost portfolio analysis for those considering our services.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
ALPHA FINANCIAL MANAGEMENT, INC.
Contact Information
Main Address
7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631Phone Number
(912) 353-9343# of Employees
4SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
543AUM (Assets Under Management)
$109,376,177Similar Advisors
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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.
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Primary Firm SEC Registration
ALPHA FINANCIAL MANAGEMENT, INC.
State Registrations and Notice Filings
(5/21/2014)
(1/3/2019)
(3/2/2022)
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 Christopher Dayoub's CRS (Customer Relationship Summary).
Services Offered by Michael
- Education Funding
- Business Services
- Financial Planning
- Tax Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
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