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Michael Rodman McLeod

THE Fiduciary Group

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About Michael Rodman McLeod

Michael McLeod is a registered Investment Advisor Representative with The Fiduciary Group. Michael has been in the industry for over 15 years and holds the Series 7, Series 66 and SIE licenses. Michael's experience includes providing financial planning services to individuals and families. Michael is also experienced in portfolio management, credit and cash management solutions, and insurance solutions. Michael is a Certified Financial Planner. Previous employment includes SunTrust Investment Services, Inc., SunTrust Bank and SunTrust Advisory Services.

Firm Information

Michael McLeod is currently registered with THE Fiduciary Group. THE Fiduciary Group is an investment advisor registered with the SEC and located in Savannah, Georgia. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They have approximately $1.61 billion in regulatory assets under management, primarily from high-net-worth individuals, corporations, pension plans, and charitable organizations.
THE Fiduciary Group

310 COMMERCIAL DRIVE

SAVANNAH, GA 31406-3682

$1.61B

Assets Under Management

Not reported

Total Clients

10

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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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.

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credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

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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Michael McLeod’s Registration & Firm History

GA

08/04/2024 - Present

THE Fiduciary Group (SAVANNAH GA)

GA

11/21/2006 - 05/24/2019

SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)

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Licenses & Designations

BOTH

Issued 12/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Rodman McLeod.
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