Michael Samuel Sall
Investment adviser representative at Heron Finance
13 yearsExperience
1 stateRegistered in
$37.7MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Heron FinanceOct 2025 to now
- Warbler Advisory, Inc.Aug 2023 to now
- Warbler Labs IncJul 2020 to now
- Coinbase, Inc.Jun 2018 to Jul 2020
- Unbox Research IncOct 2017 to Jun 2018
- Self EmployedMar 2017 to Sep 2017
- A Medium CorporationSep 2013 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Heron Finance
Legal name: Heron Advisory Inc.
$37.7MAssets managed
272Clients
1Advisers
3 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
- 7786489
- Firm CRD
- 327608