Michael Eugene New
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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ENVISION FINANCIAL PLANNING, LLC
Videos & Posts
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ENVISION FINANCIAL PLANNING, LLC
Contact Information
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ENVISION FINANCIAL PLANNING, LLC
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
INVICTUS FIDUCIARY SERVICES, LLC
Contact Information
Main Address
6070 Poplar Avenue Suite 755, Memphis, TN 38119Phone Number
(901) 260-1444# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
33AUM (Assets Under Management)
$1,010,776,132Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/28/2026 | Cover Page | Report |
| 12/22/2025 | Cover Page | Report |
| 11/21/2024 | Cover Page | Report |
| 11/30/2023 | Cover Page | Report |
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ENVISION FINANCIAL PLANNING, LLC
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.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Primary Firm SEC Registration
INVICTUS FIDUCIARY SERVICES, LLC
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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ENVISION FINANCIAL PLANNING, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Eugene New's CRS (Customer Relationship Summary).
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ENVISION FINANCIAL PLANNING, LLC
