Unclaimed Profile

Michael Alfonse Baratta

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record19 years registeredPORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC

6190 POWERS FERRY ROAD, ATLANTA, GA 30339CRD# 4546087Firm CRD# 168299

Profile Verification

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

Identity

Michael Alfonse Baratta · ATLANTA, GA

Registration

CRD #4546087 · PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FISCAL WISDOM WEALTH MANAGEMENT LLC

Jul 2020 – present

FIRST HEARTLAND CONSULTANTS, INC.

Nov 2010 – Oct 2012

ATLANTA, GA

SECURIAN FINANCIAL SERVICES, INC.

Jul 2007 – May 2010

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 13, 2007

Years registered · 19

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FISCAL WISDOM WEALTH MANAGEMENT LLC

CRD 168299 · SEC 801-119231

AUM

$214M

Regulatory assets under management

Employees

2,064 client accounts

Services offered by FISCAL WISDOM WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FISCAL WISDOM WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Michael Alfonse Baratta offer?

Michael Alfonse Baratta specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Michael Alfonse Baratta's credentials?

Michael Alfonse Baratta holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Alfonse Baratta located?

Michael Alfonse Baratta is based in ATLANTA, Georgia, working with PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Michael Alfonse Baratta charge for services?

Michael Alfonse Baratta's firm is compensated through percentage of aum, hourly charges, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC?

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC has approximately 22 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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