Michael Joseph Servetas
Investment adviser representative at Amb Wealth, LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
25 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Amb Wealth, LLCSep 2023 to now
- Allen Mooney and Barnes Brokeraage Services, LLCJan 2023 to now
- Morgan Stanley Through Asset Staffing Inc.Mar 2022 to Jan 2023
- Northwestern Mutual Investment Services LLCJan 2021 to Feb 2022
- Northwestern Mutual Life Insurance CompanyJan 2021 to Feb 2022
- Marist BasketballJun 2018 to Jul 2018
- Marist CollegeJun 2017 to Dec 2020
- Bridgton AcademyJul 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
Amb Wealth, LLC
Legal name: Allen, Mooney & Barnes Investment Advisors, LLC
$1.1BAssets managed
920Clients
15Advisers
25 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
- 7318305
- Firm CRD
- 113106