Michael Rodman Mcleod
Investment adviser representative at The Fiduciary Group
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- The Fiduciary GroupJul 2019 to now
- Suntrust Advisory ServicesSep 2016 to Jul 2019
- Suntrust BankAug 2012 to Jul 2019
- Suntrust Investment Services, IncSep 2008 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
The Fiduciary Group
Legal name: The Fiduciary Group, LLC
$2BAssets managed
702Clients
13Advisers
11 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
- 5236643
- Firm CRD
- 221530