Michael James Talbot
Investment adviser representative at Unique Wealth, LLC
12 yearsExperience
2 statesRegistered in
$965.6MFirm assets
5 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
12 years in the industry.
- Unique Wealth, LLCMar 2021 to now
- John MosherFeb 2016 to Mar 2021
- Ryan EichlerFeb 2016 to Dec 2016
- Northwestern Mutual Investment Services, LLCAug 2014 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Unique Wealth, LLC
$965.6MAssets managed
846Clients
14Advisers
5 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
- 6284361
- Firm CRD
- 312462