MB
Michael A. Barranco
INVISTA ADVISORS
MONTGOMERY, AL 36117
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CRD#: 6358281
MB
Michael Austin BarrancoINVISTA ADVISORS
Professional summary
Michael Austin Barranco, who also goes by M A B, Ab Barranco, Austin Barranco, M Austin Barranco, Mab Barranco, Michael A Barranco, Mike A Barranco, Mike Barranco, is a registered financial advisor currently at INVISTA ADVISORS located in Montgomery, Alabama and WAVERLY ADVISORS, LLC located in Montgomery, Alabama.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
Aliases
M A B | Ab Barranco | Austin Barranco | M Austin Barranco | Mab Barranco | Michael A Barranco | Mike A Barranco | Mike Barranco
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.
1.01/19/2017 - McDonald & Hagen Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/09/2017 - 240 Hours Per Month/120 hrs During Trading 2. 3/31/2020 - Invista Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 3. 8/11/2020 - All In Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/29/2020 - 10 Hours Per Month During Securities Trading. 4. 11/30/2020 - Not Investment Related - 5350 Vaughn Rd Montgomery AL - Other - Teacher - Started 10/12/2020 - 8 Hours Per Month During Securities Trading - Teach the class. 5. 11/30/2020 - ASE Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/12/2020 - 10 Hours Per Month During Securities Trading. 6. 03/05/2024 - ABM Ventures - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Start Date 11/09/2023 - 0 Hours Per Month/ During Trading 7. 06/30/2025 - Invista Advisors - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Inv Rel - Start Date 05/15/2025 - 40 Hours Per Month/ 40 hrs During Trading. I provide investment advisory services through Invista Advisors, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Austin Barranco's 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®
NoneExperience
Current
March 17, 2017 - Present
INVISTA ADVISORS
Office #1: 350 Leavell Circle, Montgomery, AL 36117RIA
CRD#: 282899
MONTGOMERY, AL
Current
July 24, 2026 - Present
WAVERLY ADVISORS, LLC
Office #1: 350 Leavell Cir., Montgomery, AL 36117RIA
CRD#: 115332
Montgomery, AL
Past
September 21, 2017 - February 4, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
MONTGOMERY, AL
Past
June 15, 2015 - July 24, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
MONTGOMERY, AL
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".
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | PROMUS | MCSHANE PARTNERS
CRD#: 115332 / SEC#: 801-60741
RIA
Registered Investment Advisory firm - (11/30/2001 Approved)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
Alabama(3/17/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | PROMUS | MCSHANE PARTNERS
CRD#: 115332 / SEC#: 801-60741
RIA
Registered Investment Advisory firm - (11/30/2001 Approved)Loading...
Contact information
Main Address
600 University Park Place Suite 501, Birmingham, AL 35209
Mailing Address
Phone number
(205) 871-3334
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 34,313 |
| AUM (Assets Under Management) | $ 28,263,743,199 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 02/16/2024 | ||
| 06/15/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WAVERLY ADVISORS, LLC
CRD#: 115332Montgomery, AL 36117TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
