Michael Talbot has been an investment adviser representative at Unique Wealth since March 2021, and is not listed among the firm’s executive officers or direct owners.
Unique Wealth, LLC is a Tampa, FL firm with $966M under management, 846 clients and 12 advisers across 2 offices, as of its August 2026 filing.
- Unique Wealth, LLCCurrent– present · 5 yearsClearwater, FL · Adviser representative · Firm CRD 312462
Investment adviser representative registrations
Michael Talbot is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2021; the most recent is Texas, in June 2026.
- FloridaSince 5 March 2021
- TexasResidentSince 3 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 July 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael James Talbot
- CRD
- 6284361
- Firm
- Unique Wealth · CRD 312462
- Office
- 311 Park Place Blvd N, Suite 230, Clearwater, FL 33759
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Talbot work?
Michael Talbot is an investment adviser representative registered through Unique Wealth, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Talbot a financial advisor?
Yes. Michael Talbot has a current investment-adviser registration in Florida and Texas, through Unique Wealth since March 2021.
How many years of experience does Michael Talbot have?
Michael Talbot has 12 years in the financial industry, since September 2014, across 1 adviser firm.
What exams has Michael Talbot passed?
Michael Talbot has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in September 2014. FINRA credited Michael Talbot with the SIE, which began in October 2018.
Where is Michael Talbot based?
Michael Talbot’s registered office is in Clearwater, FL.
Is Michael Talbot registered with FINRA?
No. Michael Talbot has no current broker registration.
How can I verify Michael Talbot’s record?
Search CRD 6284361 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Talbot’s full registration record.