Michael J. Kirkland

PERSONAL CFO SOLUTIONS LLC

Concord, MA 01742

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CRD#: 5772525

Professional summary

Michael Jonas Kirkland is a registered financial advisor currently at PERSONAL CFO SOLUTIONS LLC located in Concord, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jonas Kirkland'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

September 9, 2013 - Present

PERSONAL CFO SOLUTIONS LLC

Office #1: 2352 Main Street Suite 300, Concord, MA 01742

RIA

CRD#: 158248

Concord, MA

Past

August 27, 2010 - March 15, 2013

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

June 28, 2010 - March 15, 2013

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

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".

PERSONAL CFO SOLUTIONS LLC

CRD#: 158248 / SEC#: 801-74412

RIA

Registered Investment Advisory firm - (3/21/2012 Approved)

New Jersey

Registered Investment Advisory firm - (3/28/2012 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

Massachusetts
(5/8/2017)

IAR

New Jersey
(9/9/2013)

IAR

Texas
(1/14/2016)

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: 8/24/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/2010

General Securities Representative Examination

Current Firm

PERSONAL CFO SOLUTIONS LLC

CRD#: 158248 / SEC#: 801-74412

RIA

Registered Investment Advisory firm - (3/21/2012 Approved)

New Jersey

Registered Investment Advisory firm - (3/28/2012 Terminated)

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Contact information

Main Address

384 Main Street, Chester, NJ 07930-2528

Mailing Address

Phone number

(908) 955-7055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PERSONAL CFO SOLUTIONS WRAP FEE BROCHURE (3/24/2025)

PERSONAL CFO SOLUTIONS BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	4,411
AUM (Assets Under Management)	$ 1,375,126,396

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 J. Kirkland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jonas Kirkland's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL CFO SOLUTIONS LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

PERSONAL CFO SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2010

Series 7

Date: 5/19/2010

Current Firm

PERSONAL CFO SOLUTIONS LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSONAL CFO SOLUTIONS LLC

TRUST BUT VERIFY

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