Michael S. Saulnier

APRIO WEALTH MANAGEMENT

Atlanta, GA 30319

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CRD#: 6310288

Professional summary

Michael Stephen Saulnier, AIF®, who also goes by Michael Saulnier, is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Saulnier

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.

Aprio Risk Management Fixed Insurance Sales Agent 11/2015 to Present Less than 5 hours per month. Capital Payments Consulting, LLC - Non Investment Related - Michael is the co-owner of this consulting business. The business consults with business owners to help them reduce the amount of fees they pay for their banking relationship(s). This is a family business, started in Feb 2019. Michael's activities with CPC will be not be time intensive and will not impact his ability to service his clients. He will not engage in CPC activity during security trading hours. Hope Atlanta Young Professionals Board, Board Member, 1-2 hours per week, no hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Stephen Saulnier'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 18, 2015 - Present

APRIO WEALTH MANAGEMENT, LLC

Office #1: 2002 Summit Boulevard Suite 120, Atlanta, GA 30319

RIA

CRD#: 127333

Atlanta, GA

Past

August 4, 2015 - January 22, 2018

APRIO STRATEGIC PARTNERS, LLC

CRD#: 112766

ATLANTA, GA

Past

March 31, 2014 - July 10, 2015

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

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".

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 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
(12/3/2015)

IAR

Georgia
(12/3/2015)

IAR

Texas
(11/18/2015)

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: 8/25/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/31/2014

General Securities Representative Examination

Current Firm

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

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Contact information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Mailing Address

Phone number

(404) 892-9651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 2,635,136,991

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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Firm Stability Insights

Michael S. Saulnier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Stephen Saulnier's CRS (Customer Relationship Summary).

Certified licenses

Experience

APRIO STRATEGIC PARTNERS, LLC

JOHN HANCOCK DISTRIBUTORS LLC

Primary Firm SEC Registration

APRIO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2015

Series 63

Date: 1/15/2014

SIE

Date: 1/22/2018

Series 7

Date: 3/31/2014

Current Firm

APRIO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APRIO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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