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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-03 |
Branch Locations
3717 National Drive Suite 211, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empowered Portfolios, Llc | Raleigh | NC | 05/2015 | Present |
| Great Lakes & Atlantic Wealth Managers And Advisory Partners | Charlotte | NC | 06/2017 | 11/2018 |
| Glenwood Financial Partners, Llc | Raleigh | NC | 11/2018 | Present |
| Eudaimonia Partners, Llc | Raleigh | NC | 11/2018 | 09/2024 |
| Kingswood Wealth Partners | Raleigh | NC | 09/2024 | Present |
MICHAEL D. HAKEREM, CFA® IS SELF EMPLOYED AND THE SOLE PROPRIETOR OF EMPOWERED PORTFOLIOS, LLC, A NORTH CAROLINA LIMITED LIABILITY COMPANY FORMED APRIL 22, 2015 AND REGISTERED TO HIS HOME ADDRESS. THIS ACTIVITY REPRESENTS A MAJORITY OF MICHAEL'S INCOME AND AT LEAST 33% OF HIS PROFESSIONAL TIME. THE NATURE OF THE BUSINESS IS TO PROVIDE RESEARCH AND ANALYTICS ON FINTECH PROVIDERS, ASSET MANAGERS, FINANCIAL MARKETS, INDIVIDUAL SECURITIES, ASSET ALLOCATION FRAMEWORKS, MACRO & MICRO ECONOMICS, GEOPOLITICS, AND OTHER FACTORS THAT IMPACT MARKETS AND PORTFOLIOS. THIS ENTITY OWNS TRADE SECRETS WHICH INCLUDES A LIBRARY OF INTELLECTUAL PROPERTY, PROPRIETARY SOFTWARE CODE, AND NETWORKS OF SUBJECT MATTER EXPERTS. "Empowered Portfolios, LLC",Is Investment Related,"10636 Tarton Fields Cir, , Raleigh, NC, 27617, United States","outsourced chief investment officer, research-only, FinTech consulting",Managing Partner,4/22/2015,80 hours per month,0 hours per month during trading hours,Other Compensation,"MICHAEL D. HAKEREM, CFA, A SUPERVISED PERSON, IS SELF EMPLOYED AND SOLE PROPRIETOR OF EMPOWERED PORTFOLIOS, LLC, A NORTH CAROLINA LIMITED LIABILITY COMPANY FORMED APRIL 22, 2015 AND REGISTERED TO HIS HOME ADDRESS. THIS ACTIVITY REPRESENTS THE MAJORITY OF MICHAEL'S INCOME AND AT LEAST 33% OF HIS PROFESSIONAL TIME. THE NATURE OF THE BUSINESS IS TO PROVIDE RESEARCH AND ANALYTICS ON FINTECH PROVIDERS, ASSET MANAGERS, FINANCIAL MARKETS, INDIVIDUAL SECURITIES, ASSET ALLOCATION FRAMEWORKS, MACRO & MICRO ECONOMICS, GEOPOLITICS, AND OTHER FACTORS THAT IMPACT MARKETS AND PORTFOLIOS. THIS ENTITY OWNS TRADE SECRETS WHICH INCLUDES A LIBRARY OF INTELLECTUAL PROPERTY, PROPRIETARY SOFTWARE CODE, AND NETWORKS OF SUBJECT MATTER EXPERTS. EMPOWERED PORTFOLIOS, LLC IS RESEARCH-ONLY FOR INSTITUTIONS, IS NOT A REGISTERED INVESTMENT ADVISOR FIRM, AND DOES NOT PROVIDE DIRECT ADVICE OR RECOMMENDATIONS, MANAGE PORTFOLIOS, OR EXECUTE TRADES ON BEHALF OF ANY INDIVIDUAL PERSONS OR ENTITIES"
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-15 |
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