Arete Wealth Advisors, LLC
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About this Advisor
Michael Seid is a financial advisor based in Carlsbad, California, who has been in the advisory business for 11 years. Seid is on the advisory team at Arete Wealth Advisors, LLC. During their career, the advisor has held roles at Westmoore Securities, Martin Kelly Capital Management, C. K. Cooper & Company, Axxcess Wealth Management LLC, Axxcess Healthcare Group, LLC, Ari Financial and Arete Wealth Management LLC. Seid maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Arete Wealth Advisors, LLC is an advisory firm based in Carlsbad, California. The firm has offices in 25 locations and a total of 66 advisors. It handles $1 billion in total assets between its 5,274 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 5,274 client accounts, 76% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on the type of services offered. Fees billed by Arete Wealth Advisors, LLC may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Arete Wealth Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Seid Work History
Michael has 11 years of experience.
Arete Wealth Management LLC
Axxcess Wealth Management LLC
Axxcess Healthcare Group, LLC
C. K. Cooper & Company
Martin Kelly Capital Management
Michael Seid has no disclosures.
Please visit their SEC profile for more details.