Unclaimed Profile

Michael Loren Seid

AXXCESS WEALTH MANAGEMENT, LLC·CARLSBAD, California

SIE, Series 7, Series 63, Series 65, Series 82TOClean record27 years registeredAXXCESS WEALTH MANAGEMENT, LLC

6005 HIDDEN VALLEY ROAD, CARLSBAD, CA 92011CRD# 2872749Firm CRD# 164081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Loren Seid · CARLSBAD, CA

Registration

CRD #2872749 · AXXCESS WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

AXXCESS WEALTH MANAGEMENT, LLC

Jan 2022 – present

ARETE WEALTH ADVISORS, LLC

Feb 2015 – Oct 2023

CARLSBAD, CA

AXXCESS WEALTH MANAGEMENT, LLC

Mar 2013 – Dec 2021

CARLSBAD, CA

C.K. COOPER & COMPANY, INC.

Feb 2009 – Dec 2011

IRVINE, CA

MARTIN KELLY CAPITAL MANAGEMENT, LLC

Sep 2007 – Dec 2012

SAN DIEGO, CA

SIGNATOR INVESTORS, INC.

May 2005 – Aug 2007

SAN DIEGO, CA

SIGNATOR INVESTORS, INC.

Apr 1999 – Dec 2002

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 82TO

Registration record

First registered · April 23, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AXXCESS WEALTH MANAGEMENT, LLC

CRD 164081 · SEC 801-76763

AUM

$6.5B

Regulatory assets under management

Employees

24,090 client accounts

Services offered by AXXCESS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AXXCESS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Loren Seid offer?

Michael Loren Seid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Michael Loren Seid's credentials?

Michael Loren Seid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Loren Seid located?

Michael Loren Seid is based in CARLSBAD, California, working with AXXCESS WEALTH MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Michael Loren Seid charge for services?

Michael Loren Seid's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AXXCESS WEALTH MANAGEMENT, LLC?

AXXCESS WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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