Michael R. Ackerman

55 NORTH PRIVATE WEALTH

WINTER PARK, FL 32789

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CRD#: 5856321

Professional summary

Michael Ross Ackerman is a registered financial advisor currently at 55 NORTH PRIVATE WEALTH located in Winter Park, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 3 firms and has passed the SIE exam.

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 Ross Ackerman'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

March 4, 2024 - Present

55 NORTH PRIVATE WEALTH

Office #1: 268 W New England Avenue, Winter Park, FL 32789

RIA

CRD#: 325325

WINTER PARK, FL

Past

October 11, 2022 - August 7, 2023

CORIENT

RIA

CRD#: 319448

CHARLOTTE, NC

Past

May 23, 2022 - March 31, 2023

CI BRIGHTWORTH PRIVATE WEALTH

RIA

CRD#: 109569

ATLANTA, GA

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".

55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH | 55 NORTH PRIVATE WEALTH, LLC

CRD#: 325325 / SEC#: 801-132533

RIA

Registered Investment Advisory firm - (5/16/2025 Approved)

Florida

Registered Investment Advisory firm - (5/19/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2025 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

Florida
(3/4/2024)

IAR

Texas
(5/15/2024)

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

General Industry/Product Exam

SIE

Date: 5/8/2020

Securities Industry Essentials Examination

Current Firm

55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH | 55 NORTH PRIVATE WEALTH, LLC

CRD#: 325325 / SEC#: 801-132533

RIA

Registered Investment Advisory firm - (5/16/2025 Approved)

Florida

Registered Investment Advisory firm - (5/19/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2025 Terminated)

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Contact information

Main Address

268 W New England Avenue, Winter Park, FL 32789

Mailing Address

Phone number

(407) 960-4769

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (6/6/2025)

Regulatory assets under management

Total Number of Accounts	557
AUM (Assets Under Management)	$ 366,783,137

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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Michael R. Ackerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ross Ackerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

55 NORTH PRIVATE WEALTH

CORIENT

CI BRIGHTWORTH PRIVATE WEALTH

Primary Firm SEC Registration

55 NORTH PRIVATE WEALTH

State Registrations and Notice Filings

Exams

SIE

Date: 5/8/2020

Current Firm

55 NORTH PRIVATE WEALTH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

55 NORTH PRIVATE WEALTH

TRUST BUT VERIFY

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