Michael Lewis Abbott

Employer firm

Thrive Capital Management, LLC CRD 281347

$657M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 06/2019
  T Rowe Price
  Tampa, FL
• 07/2019 → 10/2020
  Pruco Securities Llc
  Tampa, FL
• 07/2019 → 10/2020
  The Prudential Insurance Company Of America
  Tampa, FL
• 01/2021 → 02/2024
  Walser Wealth Manageement Company, A Limited Liability Company
  Tampa, FL
• 11/2020 → 12/2020
  Unemployed
  Tampa, FL
• 06/2025 → 01/2026
  Valic Financial Advisors, Inc.
  Tampa, FL
• 03/2024 → 03/2025
  Sandy Morris Financial & Estate Planning Services, Llc
  Tampa, FL
• 01/2026 → Present
  Thrive Capital Management, Llc
  Clearwater, FL

Previous Registrations

• 2025-06-10 → 2026-01-27
  Valic Financial Advisors, Inc.
  Tampa, FL
• 2024-03-19 → 2025-04-01
  Sandy Morris Financial & Estate Planning Services, Llc
  Tampa, FL
• 2021-01-28 → 2024-02-16
  Walser Wealth Management Company, A Limited Liability Company
  Tampa, FL
• 2019-07-26 → 2020-10-19
  Pruco Securities, Llc.
  Tampa, FL

Other Businesses

Licensed Insurance Agent

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-27
• S66 Uniform Combined State Law Examination
  2019-05-06

Designations

• Certified Financial Planner

Other Names

• Michael Abbott
• Michael Lewis Abbott
• Michael L Abbott