Michael Dalton Wood
Investment adviser representative at Trajan Wealth, L.L.C.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Trajan Wealth, L.L.C.Feb 2026 to now
- Florida Financial Advisors dba Four Corners Financial AdvisorsJul 2025 to Feb 2026
- DoordashApr 2025 to Jul 2025
- LPL FinancialJan 2025 to Apr 2025
- DoordashNov 2024 to Dec 2024
- Cadc LLCMay 2024 to Nov 2024
- Buffalo SpotFeb 2024 to May 2024
- Aj's Fine FoodSep 2023 to Jan 2024
- QuatumvestAug 2023 to Dec 2023
- CarescapeJun 2023 to Aug 2023
- TargetJun 2021 to Dec 2021
- Devil's AdvocateJul 2020 to Aug 2023
- DoordashApr 2020 to Jul 2020
- Unemployed In CollegeAug 2019 to Apr 2020
- Town of WickenburgMay 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 8030937
- Firm CRD
- 158847