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Michael Ray Sierra

1900 Wealth

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About Michael Ray Sierra

Michael Ray Sierra is a financial advisor with 1900 Wealth located in San Antonio, Texas. Michael has been in the financial industry for over 20 years and has a Series 6 and Series 26 license. Michael is also a Certified Financial Planner™. Michael has experience working with individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and banking or thrift institutions.

Firm Information

Michael Sierra is currently registered with 1900 Wealth. 1900 Wealth is a Registered Investment Advisor (RIA) based in San Antonio, Texas. They manage over $1.87 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, pooled investment vehicles, and banking or thrift institutions. The firm offers financial planning, pension consulting, portfolio management, and selection of other advisors.
1900 Wealth

1900 BROADWAY

SAN ANTONIO, TX 78215

$1.87B

Assets Under Management

14

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Consulting fees

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Michael Sierra’s Registration & Firm History

TX

03/29/2023 - Present

1900 Wealth (SAN ANTONIO TX)

TX

05/27/1999 - 08/29/2003

A I M DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 11/01/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Ray Sierra.
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