Michael Joseph Servetas

Amb Wealth, LLC

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Amb Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

991 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$25K

Location

135 South Madison Street, Thomasville, GA, 31792

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Amb Wealth, LLC

September 2023 - Present · 2 yrs 5 mos

Allen, Mooney & Barnes Brokerage Services, LLCBroker

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Northwestern Mutual Investment Services, LLCBroker

September 2021 - February 2022 · 5 mos

State Registrations2 states

GASC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.