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Michael Ross Ackerman

Investment Adviser Representative at 55 NORTH PRIVATE WEALTH

Winter Park, FLCRD #5856321Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Ross Ackerman has worked in the securities industry since 2022. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaTexas
Examinations passed
SIE
Securities Industry Essentials Examination
Passed 5/8/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Below $2.5MM0.85%
Between $2.5MM - $5MM0.75%
Between $5MM - $7.5MM0.65%
Between $7.5MM - $10MM0.55%
Between $10MM - $12.5MM0.50%
Between $12.5MM - $15MM0.45%
Between $15MM - $17.5MM0.40%
Between $17.5MM - $20MM0.35%
Between $20MM - $25MM0.30%
Between $25MM - $100MM0.25%
Above $100MM0.20%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

55 North Private Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

55 NORTH PRIVATE WEALTHCurrent
3/4/2024Winter Park, FL
CORIENT
10/11/20228/7/2023Charlotte, NC
CI BRIGHTWORTH PRIVATE WEALTH
5/23/20223/31/2023Atlanta, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at 55 NORTH PRIVATE WEALTH

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View 55 NORTH PRIVATE WEALTH firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Ross Ackerman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Ross Ackerman - Financial Advisor in Winter Park, FL | AdvisorFinder