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Detailed Report
MICHAEL DEUTSCH
MICHAEL JOSEPH DEUTSCH
CRD#: 4520001
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Investment Adviser
UNITED CAPITAL FINANCIAL ADVISORSCRD#: 134600 5350 POPLAR AVE, SUITE 310
MEMPHIS, TN 38120
Registration History
200420062008201020122014201620182020202220242026IAUNITED CAPITAL FINANCIAL ADVISORS (CRD# 134600)2010 - Present (14 years)IASOVEREIGN WEALTH MANAGEMENT INC (CRD# 109024)2007 - 2010 (3 years)IAWADDELL & ASSOCIATES INC (CRD# 105746)2004 - 2005 (1 year)
License(s)

State Registrations

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Tennessee 9/9/2010
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Texas 5/30/2019
Current Registration(s)
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UNITED CAPITAL FINANCIAL ADVISORS (CRD#:134600)
5350 POPLAR AVE, SUITE 310, MEMPHIS, TN 38120
Registered with this firm since 9/9/2010
Previous Registration(s)
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 05/10/2007 - 12/31/2010 SOVEREIGN WEALTH MANAGEMENT INC (CRD#:109024) MEMPHIS, TN
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 02/23/2004 - 05/13/2005 WADDELL & ASSOCIATES INC (CRD#:105746) MEMPHIS, TN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.