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Michael David Isaac

Stadion Money Management, LLC

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About Michael David Isaac

Michael Isaac is an Investment Advisor Representative with Stadion Money Management, LLC. Michael has been in the industry since 1999 and is licensed in Georgia. Michael has passed the Series 6, 7, 24, 63 and 66 exams. Michael specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Previously, Michael worked for ALPS Distributors, Inc. and J.P. Turner & Company, L.L.C. Michael is registered as an Investment Advisor Representative in Georgia.

Firm Information

Michael Isaac is currently registered with Stadion Money Management, LLC. Stadion Money Management, LLC is an investment advisor based in Watkinsville, Georgia. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. Stadion Money Management, LLC has over 50,984 accounts with approximately $2.33 billion in regulatory assets under management. They participate in wrap fee programs and are registered with the SEC under the number 801-45601.
Stadion Money Management, LLC

1061 CLIFF DAWSON RD

WATKINSVILLE, GA 30677

$2.33B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum account fees in conjunction with asset-based fees

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Michael Isaac’s Registration & Firm History

GA

08/04/2010 - Present

Stadion Money Management, LLC (WATKINSVILLE GA)

GA

06/06/2013 - 12/31/2020

ALPS DISTRIBUTORS, INC. (WATKINSVILLE GA)

GA

07/12/2006 - 04/26/2010

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NJ

08/14/1999 - 10/18/1999

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 09/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Isaac.
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