Michael
Seid

Arete Wealth Advisors, LLC

CRD#2872749
Investment Advisor
in Carlsbad, CA
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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

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6005 Hidden Valley Rd Suite 290
Carlsbad, CA 92011

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,231,318,238

CA Average: $6,674,516,078
Total Number of Employees

69

CA Average: 44
Total Number of Accounts

5,198

CA Average: 2,564
Average Account Size

$236,883

CA Average: $2,603,165

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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.

2013 - Present (6 years)

Arete Wealth Management LLC

2012 - Present (7 years)

Axxcess Wealth Management LLC

2012 - Present (7 years)

Axxcess Healthcare Group, LLC

2012 - 2013 (1 year)

Ari Financial

2009 - 2011 (2 years)

C. K. Cooper & Company

2007 - 2008 (1 year)

Westmoore Securities

2007 - 2012 (5 years)

Martin Kelly Capital Management

Disclosures

Michael Seid has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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