Michael J Ortiz
Investment adviser representative at United Capital Financial Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.6BFirm 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
12 years in the industry.
- United Capital Financial AdvisorsJan 2023 to now
- Goldman Sachs & Co. LLCJan 2021 to Nov 2023
- Mercer AlliedNov 2019 to Jan 2021
- The Ayco Company, L.P.Sep 2018 to Jan 2023
- Mingos Moving & DeliveryMay 2018 to Sep 2018
- Foresters FinancialJun 2017 to Aug 2017
- Mingos Moving & DeliveryMay 2017 to Aug 2017
- Bentley UniversitySep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 6821683
- Firm CRD
- 134600