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MS

Michael J. Servetas

AMB WEALTH
Thomasville, GA 31792
Some features on this profile are disabled
CRD#: 7318305
MS

Professional summary

Michael Joseph Servetas, who also goes by Michael Servetas, Mike Servetas, is a registered financial advisor currently at AMB WEALTH, LLC located in Thomasville, Georgia and ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC located in Charleston, South Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Servetas | Mike Servetas

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 Servetas'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

September 22, 2023 - Present

AMB WEALTH, LLC

Office #1: 135 South Madison Street, Thomasville, GA 31792
RIA
CRD#: 113106
Thomasville, GA
Current

January 24, 2023 - Present

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

Office #1: 677 King Street Suite 410, Charleston, SC 29403
BD
CRD#: 142619
Charleston, SC
Past

September 24, 2021 - February 11, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
FAIRFIELD, CT

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".
AW
AMB WEALTH, LLC
ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC

CRD#: 113106 / SEC#: 801-60350

RIA
Registered Investment Advisory firm - (6/13/2001 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(1/24/2023)
RR
South Carolina
(1/24/2023)
IAR
South Carolina
(9/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/3/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/26/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/24/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/3/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AW
AMB WEALTH, LLC
ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC

CRD#: 113106 / SEC#: 801-60350

RIA
Registered Investment Advisory firm - (6/13/2001 Approved)
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Contact information

Main Address
135 South Madison Street, Thomasville, GA 31792
Mailing Address
P.o. Box 1116, Thomasville, GA 31799-1116
Phone number
(866) 277-1500
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (11 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

AMB WEALTH LLC ADV 2A 02.27.2025 (2/27/2025)

Regulatory assets under management

Total Number of Accounts985
AUM (Assets Under Management)$ 1,010,736,265

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

AMB WEALTH, LLC

CRD#: 113106Thomasville, GA 31792

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