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MV

Michael K. Valentine

WASATCH ADVISORS LP
Salt Lake City, UT 84108
Some features on this profile are disabled
CRD#: 6971453
MV

Professional summary

Michael Kimball Valentine, who also goes by Michael Valentine, is a registered financial advisor currently at WASATCH ADVISORS LP located in Salt Lake City, Utah.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Valentine

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 Kimball Valentine's CRS (Customer Relationship Summary).
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

December 17, 2018 - Present

WASATCH ADVISORS LP

Office #1: 505 Wakara Way 3rd Floor, Salt Lake City, UT 84108
RIA
CRD#: 106081
Salt Lake City, UT

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
WASATCH ADVISORS LP
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS

CRD#: 106081 / SEC#: 801-11095

RIA
Registered Investment Advisory firm - (10/23/1975 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
Utah
(12/17/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2018
Uniform Investment Adviser Law Examination

Current Firm

WA
WASATCH ADVISORS LP
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS

CRD#: 106081 / SEC#: 801-11095

RIA
Registered Investment Advisory firm - (10/23/1975 Approved)
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Contact information

Main Address
505 Wakara Way 3rd Floor, Salt Lake City, UT 84108
Mailing Address
Phone number
(801) 533-0777
Established
Firm type
Fiscal year end
# of Employees
96

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts244
AUM (Assets Under Management)$ 27,916,763,225

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

WASATCH ADVISORS LP

CRD#: 106081Salt Lake City, UT 84108

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