Michael E. New

INVICTUS FIDUCIARY SERVICES

Memphis, TN 38120

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CRD#: 6738436

Professional summary

Michael Eugene New is a registered financial advisor currently at INVICTUS FIDUCIARY SERVICES, LLC located in Memphis, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 1 firm and has passed the Series 65 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 Eugene New'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®

None

Experience

Current

January 18, 2017 - Present

INVICTUS FIDUCIARY SERVICES, LLC

Office #1: 1755 Kirby Parkway, Suite 101, Memphis, TN 38120

RIA

CRD#: 286117

Memphis, TN

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".

INVICTUS FIDUCIARY SERVICES, LLC

CRD#: 286117 / SEC#: 801-108861

RIA

Registered Investment Advisory firm - (1/3/2017 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

Tennessee
(1/18/2017)

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 65

Date: 9/6/2016

Uniform Investment Adviser Law Examination

Current Firm

INVICTUS FIDUCIARY SERVICES, LLC

CRD#: 286117 / SEC#: 801-108861

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

1755 Kirby Parkway, Suite 101, Memphis, TN 38120

Mailing Address

Phone number

(901) 260-1444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - INVICTUS FIDUCIARY SERVICES LLC (4/10/2025)

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 958,942,053

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2024	Cover Page	Report
11/30/2023	Cover Page	Report
09/26/2022	Cover Page	Report

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 E. New

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Eugene New's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVICTUS FIDUCIARY SERVICES, LLC

Primary Firm SEC Registration

INVICTUS FIDUCIARY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2016

Current Firm

INVICTUS FIDUCIARY SERVICES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INVICTUS FIDUCIARY SERVICES, LLC

TRUST BUT VERIFY

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