Michael
Servetas
Amb Wealth, LLC
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About this Advisor
Michael Servetas is a financial advisor based in Thomasville, Georgia, working with Amb Wealth, LLC. Michael has previously held positions at Connecticut Country Club, Aspetuck Valley Country Club, Marist Basketball, Trumbull High School, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Bridgton Academy, Marist College, Morgan Stanley Through Asset Staffing Inc, and Allen Mooney And Barnes Brokerage Services, LLC. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Michael is part of Amb Wealth, LLC, which operates out of Thomasville, Georgia. The firm has 3 offices and 22 employees. The firm manages assets totaling $848.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Amb Wealth, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Amb Wealth, LLC Brokerage Details
$847,979,237
22
1,488
$569,879
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Servetas Work History
Allen Mooney And Barnes Brokeraage Services, LLC
Morgan Stanley Through Asset Staffing Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Marist Basketball
Marist College
Aspetuck Valley Country Club
Bridgton Academy
Connecticut Country Club
Trumbull High Schoold
Disclosures
Please visit the SEC profile of Michael Servetas 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 Amb Wealth, LLC
Saint Simons Island, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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