Michael Lee Conerly
Investment adviser representative at Savant Wealth Management
16 yearsExperience
1 stateRegistered in
CFADesignation
$55.6BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Savant Wealth ManagementApr 2026 to now
- Exencial Wealth Advisors, LLCJun 2021 to Mar 2026
- Wells FargoNov 2018 to May 2021
- UnemployedNov 2017 to Oct 2018
- Columbia ThreadneedleMay 2010 to Nov 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 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
- 2799202
- Firm CRD
- 107271