Michael Joseph Winn
Investment adviser representative at Validus Capital LLC
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Validus Capital LLCAug 2026 to now
- Chartered Wealth Partners Gp, Inc.Nov 2025 to now
- Chartered Wealth Partners, LPNov 2025 to now
- Simplicity InvestmentsFeb 2025 to now
- UnemployedAug 2024 to Feb 2025
- Boulevard Family WealthOct 2023 to Aug 2024
- UnemployedJun 2023 to Oct 2023
- Sanctuary WealthAug 2021 to Mar 2023
- Innovise Family Wealth AdvisorsJan 2021 to Jun 2023
- Audent Global Asset Management, LLCSep 2020 to Aug 2021
- Cape Securities Inc.Jul 2020 to Sep 2020
- Audent Family Wealth AdvisorsFeb 2020 to Sep 2021
- Private Advisor Group, LLCFeb 2020 to Sep 2020
- First Republic Investment Management, IncApr 2016 to Feb 2020
- First Republic Securities Company, LLCApr 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Validus Capital LLC
$2.5BAssets managed
190Clients
9Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2369114
- Firm CRD
- 319212