Michael Ross Ackerman
Investment adviser representative at 55 North Private Wealth
11 yearsExperience
2 statesRegistered in
CFADesignation
$581.3MFirm 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
- Pension consulting
Experience
11 years in the industry.
- 55 North Private Wealth, LLCNov 2023 to now
- Ci BrightworthMar 2022 to Aug 2023
- Tiffany Property GroupOct 2018 to Mar 2022
- UnemployedMay 2018 to Oct 2018
- TrilomaJun 2015 to May 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
55 North Private Wealth
Legal name: 55 North Private Wealth, LLC
$581.3MAssets managed
158Clients
7Advisers
1 yearIn 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
- 5856321
- Firm CRD
- 325325