Michael
Saulnier

Aprio Wealth Management, LLC

CRD#6310288
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Saulnier is a financial advisor operating in Atlanta, Georgia, with 8 years of relevant experience. Saulnier is an advisor for Aprio Wealth Management, LLC. Their career trajectory has included roles at John Hancock, Era Wilder Realty, John Hancock Distributors LLC, Aprio Strategic Partners, Aprio Wealth Management, LLC, Capital Payments Consulting LLC, Aprio Risk Management, LLC and Aprio, Llp. Saulnier maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to serve investors in Florida, Georgia and Texas. Aprio Wealth Management, LLC is a financial advisory firm headquartered in Atlanta, GA. It has offices in 12 locations and a total of 22 financial advisors. It handles $1 billion in assets under management across its 1,457 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 1,457 accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. Aprio Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees are based on which services the firm provides the client. Fees charged by Aprio Wealth Management, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2002 Summit Boulevard Suite 120
Atlanta, GA 30319

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Aprio Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,317,815,906

GA Average: $3,570,121,308
Total Number of Employees

22

GA Average: 58
Total Number of Accounts

1,457

GA Average: 1,608
Average Account Size

$904,472

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Michael Saulnier Work History

Michael has been registered as a financial advisor for 8 years.*

2019 - Present (5 years)

Capital Payments Consulting LLC

2015 - Present (9 years)

Aprio Wealth Management, LLC

2015 - Present (9 years)

Aprio Risk Management, LLC

2015 - Present (9 years)

Aprio, Llp

2015 - 2017 (2 years)

Aprio Strategic Partners

2014 - 2015 (1 year)

John Hancock Distributors LLC

2013 - 2015 (2 years)

John Hancock

2012 - 2013 (1 year)

Era Wilder Realty

*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 Saulnier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aprio Wealth Management, LLC

Adam Niestradt
Cincinnati, OH
Madeleine Batson
Atlanta, GA
Scott Barnas
Atlanta, GA
Simeon Wallis
Atlanta, GA
Warren Nash
Atlanta, GA
Marci Kerr
Walnut Creek, CA
Michael Saulnier
Atlanta, GA
Marc Leven
Atlanta, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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