Sydney Michna is a registered investment advisor, based in Austin, TX, with 2 years of industry experience.
Location
13706 Research Blvd., Austin, TX, 78750
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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.
Learn about disclosures →Other Business Activities
Sydney works as an Operations Director for Sparkman Wealth Management, dedicating about half their time to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2024 - Present · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
LPL Financial LLC
June 2023 - November 2024 · 1 yr 5 mos
LPL Financial LLCBroker
May 2023 - November 2024 · 1 yr 6 mos
State Registrations3 states
CATXWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.