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Chad Patrick Michaels

SPYRNAL WEALTH MANAGEMENT, LLC·BOKEELIA, Florida
SIE, Series 7, Series 24, Series 66CFPClean record11 years registeredSPYRNAL WEALTH MANAGEMENT, LLC
5524 AVENUE A, BOKEELIA, FL 33922CRD# 6307586Firm CRD# 299957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Patrick Michaels · BOKEELIA, FL
Registration
CRD #6307586 · SPYRNAL WEALTH MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

SPYRNAL FINANCIAL GROUP
May 2019 – present
AXA ADVISORS, LLC
Aug 2014 – Mar 2019
FORT MYERS, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · August 22, 2014
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPYRNAL WEALTH MANAGEMENT, LLC
CRD 299957 · SEC 801-129269
AUM
$108M
Regulatory assets under management
Employees
2
716 client accounts
Services offered by SPYRNAL WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPYRNAL WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Chad Patrick Michaels offer?
Chad Patrick Michaels specializes in Financial Planning, Investment Management. Contact their office in BOKEELIA, Florida for a consultation.
What are Chad Patrick Michaels's credentials?
Chad Patrick Michaels holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Chad Patrick Michaels located?
Chad Patrick Michaels is based in BOKEELIA, Florida, working with SPYRNAL WEALTH MANAGEMENT, LLC. Their office serves clients in the BOKEELIA metropolitan area and surrounding communities.
How does Chad Patrick Michaels charge for services?
Chad Patrick Michaels's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPYRNAL WEALTH MANAGEMENT, LLC?
SPYRNAL WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
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Research
Advisor Fees in FloridaNational Fee Analysis
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