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Michael Ross Ackerman

Investment Adviser Representative at 55 North Private Wealth

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

Professional summary

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

Michael Ross Ackerman is an investment adviser representative with 55 North Private Wealth in Winter Park, FL, where they have been registered since 2024. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Corient and CI Brightworth Private Wealth. They have passed the SIE exam. They are registered to provide investment advice in Florida and Texas.

Office

268 W New England Avenue
Winter Park, FL 32789

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
SIE
Securities Industry Essentials Examination
Passed 5/8/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

55 North Private WealthCurrent
3/4/2024 – Winter Park, FL
Corient
10/11/2022 – 8/7/2023Charlotte, NC
CI Brightworth Private Wealth
5/23/2022 – 3/31/2023Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CI Brightworth
    Mar 2022 – Aug 2023Charlotte, NC
  2. Tiffany Property Group
    Oct 2018 – Mar 2022Winter Park, FL
  3. Triloma
    Jun 2015 – May 2018Winter Park, FL
  4. Unemployed
    May 2018 – Oct 2018Winter Park, FL
  5. 55 North Private Wealth, LLC
    Nov 2023 – no end date reportedOrlando, FL

Official records & sources

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

About 55 North Private Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$1,000,000
Firm's annual rate schedule by assets
  • Below $2.5MM0.85%
  • Between $2.5MM - $5MM0.75%
  • Between $5MM - $7.5MM0.65%
  • Between $7.5MM - $10MM0.55%

+7 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Private wealth management

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Fee-onlyPrivate Wealth ManagementHigh Net WorthTaxable Investment Assets

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Winter Park, FL
SEC file number:
801-132533

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at 55 North Private Wealth

6 other advisors in the directory

View 55 North Private Wealth firm profile

Similar advisors in Winter Park, FL

Other advisors whose filed branch office is in the same city.

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Ross Ackerman (55 North Private Wealth)