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MS

Michael J. Sepulveda

MERAKI ADVISORS LLC
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 6739926
MS

Professional summary

Michael Joseph Sepulveda is a registered financial advisor currently at MERAKI ADVISORS LLC located in Dallas, Texas.

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 Joseph Sepulveda'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

March 9, 2017 - Present

MERAKI ADVISORS LLC

Office #1: 1901 N Akard St., Dallas, TX 75201
RIA
CRD#: 286274
Dallas, TX

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
Texas
(3/9/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/6/2016
Uniform Investment Adviser Law Examination

Current Firm

MA
MERAKI ADVISORS LLC
MERAKI ADVISORS LLC

CRD#: 286274 / SEC#:

Texas
Registered Investment Advisory firm - (3/9/2017 Approved)
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Contact information

Main Address
1901 N Akard St., Dallas, TX 75201
Mailing Address
1901 N Akard St., Dallas, TX 75201
Phone number
(214) 206-5198
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts41
AUM (Assets Under Management)$ 23,525,730

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.

Company Information

MERAKI ADVISORS LLC

CRD#: 286274Dallas, TX 75201

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