ME
Michael R. Elizondo
SRS WEALTH MANGEMENT
San Diego, CA 92123
Some features on this profile are disabled
CRD#: 8027125
ME
Professional summary
Michael Richard Elizondo is a registered financial advisor currently at SRS WEALTH MANGEMENT located in San Diego, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SUCCESSFUL SOLUTIONS, LLC; INV REL; SAN DIEGO, CA; INSURANCE SALES AND SERVICES; ADMIN/INS AGENT; START 01/2020; APPROX 160 HRS/MO; 160 DURING SEC TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Richard Elizondo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 8, 2025 - Present
SRS WEALTH MANGEMENT
Office #1: 8787 Complex Drive Suite 410, San Diego, CA 92123RIA
CRD#: 287572
San Diego, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/8/2025)
Current Firm
SW
SRS WEALTH MANGEMENT
SRS WEALTH MANAGEMENT LLC | SUCCESSFUL RETIREMENT SOLUTIONS, LLC | SUCCESSFUL RETIREMENT SOLUTIONS | SRS WEALTH MANGEMENT
CRD#: 287572 / SEC#:
California
Registered Investment Advisory firm - (3/3/2017 Approved)Texas
Registered Investment Advisory firm - (7/2/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8787 Complex Drive Suite 410, San Diego, CA 92123
Mailing Address
Phone number
(619) 460-9433
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
