Michael
Brinton
Terra Wealth
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About this Advisor
Michael Brinton is a financial advisor operating out of High Point, North Carolina with a total of 1 year of relevant experience. Brinton is an employee of Terra Wealth. During their career, Brinton has held roles at Cary Street Partners LLC, Cary Street Partners Investment Advisory LLC, Hayden Royal, LLC, Zermatt Securities, Inc, Parthenon Partners LLC, Apollon Wealth Management, LLC, Terra Wealth Management, LLC and Stifel Nicolaus & Co., Inc. Brinton has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Tennessee. Terra Wealth is an advisory company operating out of High Point, NC. It has offices in 25 locations and a total of 62 people on staff. It oversees $167 million in assets between its 1,648 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,648 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The firm 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. A financial advisor's fees vary depending on which service is offered. However, fee types charged by Terra Wealth likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$167,354,321
62
1,648
$101,550
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 Brinton Work History
Michael has been registered as a financial advisor for 1 years.*
Terra Wealth Management, LLC
Parthenon Partners LLC
Apollon Wealth Management, LLC
Hayden Royal, LLC
Zermatt Securities, Inc
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
Stifel Nicolaus & Co., Inc
*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 Brinton 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 Terra Wealth
Murfreesboro, TN
Wausau, WI
High Point, NC
Mesa, AZ
High Point, NC
High Point, NC
High Point, NC
San Tan Valley, AZ
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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