Michelle M. Waymire

YOUNG & SCRAPPY

STONE MOUNTAIN, GA

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CRD#: 6844237

Professional summary

Michelle Marie Waymire, CFP®, who also goes by Michelle Waymire, is a registered financial advisor currently at YOUNG & SCRAPPY located in Stone Mountain, Georgia.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michelle has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Waymire

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.

Name: Glimmer Financial LLC, Not Investment-Related, Location: Virtual firm based out of GA serving clients across the United States, Title: Owner/CEO, Time Spent: 40 hours per month, 40 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Marie Waymire'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 9, 2020 - Present

YOUNG & SCRAPPY

RIA

CRD#: 306508

STONE MOUNTAIN, GA

Past

August 16, 2017 - January 21, 2020

THE NALLS SHERBAKOFF GROUP, LLC

RIA

CRD#: 168239

ATLANTA, GA

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

Georgia
(1/9/2020)

IAR

Massachusetts
(9/20/2024)

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: 8/4/2017

Uniform Investment Adviser Law Examination

Current Firm

YOUNG & SCRAPPY

YOUNG & SCRAPPY | YOUNG SCRAPPY MONEY LLC

CRD#: 306508 / SEC#:

Georgia

Registered Investment Advisory firm - (1/9/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (9/20/2024 Approved)

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Contact information

Main Address

Loganville, GA

Mailing Address

600 W Peachtree St Nw Ste 1700-242, Atlanta, GA 30308

Phone number

(404) 446-9199

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 20,850,837

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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Michelle M. Waymire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Marie Waymire's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUNG & SCRAPPY

THE NALLS SHERBAKOFF GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2017

Current Firm

YOUNG & SCRAPPY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOUNG & SCRAPPY

TRUST BUT VERIFY

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