Michael Seid has been Managing Member, Chief Executive Officer, and Chief Compliance Officer of Axxcess Wealth Management since January 2012, is a control person of the firm and directly owns 75% or more of it. Michael Seid holds a BA from the University of California San Diego and a BS from the University of California San Diego.
Axxcess Wealth Management, LLC is a Carlsbad, CA firm with $8.88B under management, 10,357 clients and 44 advisers across 27 offices, as of its March 2026 filing.
Michael Seid is Founder & Chief Executive Officer of Axxcess. He founded Axxcess in 2011 after running several family offices, an early-stage healthcare investment bank, and a multi-strategy hedge fund. He has managed client assets since 1998, beginning at Signature Resources and SEIA.
Michael Seid’s longest registration is the current one, 13 years at Axxcess Wealth Management since 2013. Before joining Axxcess Wealth Management in 2022, Michael Seid was registered through Arete Wealth Advisors, LLC and C.K. Cooper & Company, Inc.
- Arete Wealth Advisors, LLC– · 8 yearsCarlsbad, CA · Adviser representative · Firm CRD 145488
- – present · 13 yearsCarlsbad, CA · Adviser representative · Firm CRD 164081
- C.K. Cooper & Company, Inc.– · 2 yearsIrvine, CA · Adviser representative · Firm CRD 106578
- Martin Kelly Capital Management, LLC– · 5 yearsSan Diego, CA · Adviser representative · Firm CRD 140764
- Signator Investors, Inc.– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 468
- Signator Investors, Inc.– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 468
Investment adviser representative registrations
Michael Seid is registered as an investment adviser representative in 2 states. Each was approved in January 2022.
- CaliforniaSince 4 January 2022
- TexasSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 82TO | Limited Representative-Private Securities Offerings | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 1997 |
| Series 7 | General Securities Representative Examination | 8 May 1997 |
- Name
- Limited Representative-Private Securities Offerings
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Loren Seid
- CRD
- 2872749
- Firm
- Axxcess Wealth Management · CRD 164081
- Role
- Managing Member, Chief Executive Officer, and Chief Compliance Officer
- Office
- 6005 HIDDEN VALLEY ROAD, SUITE 290, Carlsbad, CA 92011
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- axxcessplatform.com
Where does Michael Seid work?
Michael Seid has been Managing Member, Chief Executive Officer, and Chief Compliance Officer of Axxcess Wealth Management, LLC since January 2012, and is a control person of the firm.
Is Michael Seid a financial advisor?
Yes. Michael Seid has a current investment-adviser registration in California and Texas, through Axxcess Wealth Management since January 2022.
How many years of experience does Michael Seid have?
Michael Seid has 29 years in the financial industry, since July 1997, across 5 adviser firms.
What exams has Michael Seid passed?
Michael Seid has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 82TO. The earliest, the Series 7, was passed in May 1997. FINRA credited Michael Seid with the SIE, which began in October 2018.
Where did Michael Seid work before Axxcess Wealth Management?
Before Axxcess Wealth Management, Michael Seid was registered through C.K. Cooper & Company, Inc., February 2009 to December 2011; Martin Kelly Capital Management, LLC, September 2007 to December 2012; Signator Investors, Inc., May 2005 to August 2007; Signator Investors, Inc., April 1999 to December 2002.
Where is Michael Seid based?
Michael Seid’s registered office is in Carlsbad, CA.
Is Michael Seid registered with FINRA?
No. Michael Seid has no current broker registration.
How can I verify Michael Seid’s record?
Search CRD 2872749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Seid’s full registration record.
