Michael
Baratta
Portsmouth - Smartlife Financial Group, LLC
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About this Advisor
Michael Baratta is a chartered financial consultant based in Atlanta, Georgia with 3 years of relevant experience. Baratta currently works for Portsmouth - Smartlife Financial Group, LLC. During their career, the advisor has held roles at Minnesota Life Insurance Company, Fortress Brokerage Solutions, Centerre Capital, LLC, First Heartland Capital Inc, Securian Financial Services Inc, Virginia Asset Management, Portsmouth Financial Services and Smartlife Financial Group, LLC. Baratta maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Georgia and Nevada. Portsmouth - Smartlife Financial Group, LLC is a financial advisory firm based out of Atlanta, GA. The investment advisory business has offices in nine locations and a total of 11 advisors. It controls $216 million in total assets between its 1,207 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The company has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Portsmouth - Smartlife Financial Group, LLC most likely are comprised of some combination of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portsmouth - Smartlife Financial Group, LLC Brokerage Details
$216,000,000
11
1,207
$178,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Michael Baratta Work History
Michael has been registered as a financial advisor for 3 years.*
Portsmouth Financial Services
Smartlife Financial Group, LLC
Fortress Brokerage Solutions
Securian Financial Services Inc
Virginia Asset Management
First Heartland Capital Inc
Centerre Capital, LLC
Minnesota Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Baratta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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