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Michael Anthony Livingston

Investment adviser representative at Fountain Square Asset Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$233.7MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Cetera Wealth Services, LLCFeb 2025 to now
  2. Fountain Square Asset ManagementApr 2022 to now
  3. (dba) Eisenzimmer Financial Services, Inc.Jul 2018 to now
  4. Concourse Financial Group Securities Inc Fka Proequities, Inc.Jul 2018 to Feb 2025
  5. Securities America, IncJan 2012 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (OH).

Fountain Square Asset Management

Legal name: Fountain Square Asset Management, LLC

$233.7MAssets managed
398Clients
3Advisers
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
2918839
Firm CRD
316955
Advisor's SEC record (opens in a new tab)
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