Michael Amin

AMIN WEALTH MANAGEMENT LLC

BOYNTON BEACH, FL

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CRD#: 7677600

Professional summary

Michael Amin is a registered financial advisor currently at AMIN WEALTH MANAGEMENT LLC located in Boynton Beach, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 2 firms 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 Amin'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

February 27, 2025 - Present

AMIN WEALTH MANAGEMENT LLC

RIA

CRD#: 335149

BOYNTON BEACH, FL

Past

January 20, 2023 - February 21, 2023

SECURE WEALTH, INC.

RIA

CRD#: 290572

BOCA RATON, FL

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

Florida
(2/27/2025)

IAR

Georgia
(3/6/2025)

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: 12/5/2022

Uniform Investment Adviser Law Examination

Current Firm

AMIN WEALTH MANAGEMENT LLC

CRD#: 335149 / SEC#:

Florida

Registered Investment Advisory firm - (2/27/2025 Approved)

Georgia

Registered Investment Advisory firm - (3/6/2025 Approved)

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Contact information

Main Address

Boynton Beach, FL

Mailing Address

160 W Camino Real #1174, Boca Raton, FL 33432

Phone number

(561) 206-4642

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Michael Amin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Amin's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMIN WEALTH MANAGEMENT LLC

SECURE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2022

Current Firm

AMIN WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

AMIN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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