Michael Petyak
Michael Petyak is a registered investment advisor at Calton & Associates, INC., based in Atlanta, GA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Michael is affiliated with Oakmont Financial Partners and Advisory Services Network, LLC as an advisor, dedicating nearly full-time hours to these roles. He also works as an insurance agent and holds officer positions in Gluckstadt Madison Business Alliance and The Soldier Fund, and is a managing member of Petyak Wealth Management, LLC.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Advisory Services Network
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Hancock Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
Wachovia Securities, LLCBroker
MML Investors Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.