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Michael Culwell
Supervising Principal at Emerson Equity LLC, member FINRA/SIPC
Michael Culwell is a Supervising Principal at Emerson Equity, specializing in alternative investments and wealth management.12 As part of his role, he serves on the Due Diligence team at Emerson Equity and supervises over 15 Registered Representatives.13
Professional Experience
Culwell's expertise encompasses a wide range of alternative investments, including:
- Direct real estate
- 1031 exchanges
- Delaware Statutory Trusts (DSTs)
- Tenants-in-Common (TICs)
- Real estate funds
- Energy funds
- Life settlements
- Estate planning
- Hedge funds
- Direct private placements
- Private debt and private equity1
In addition to his supervisory duties, Culwell maintains an active investment practice.1
Qualifications and Licenses
Michael Culwell holds several FINRA securities licenses, including:
- Series 7
- Series 24 (General Securities Principal Examination, obtained on May 28, 2020)
- Series 63
- Series 657
He is registered as a broker in 21 states and has 12 years of experience in the financial industry.5
Professional History
Culwell has been associated with multiple firms throughout his career, including:
- Emerson Equity (current)
- Irvine Advisors, LLC (previous)
- M2K Partners, LLC (previous)
His LinkedIn username, "1031exchangespecialist," reflects his expertise in 1031 exchanges, which are a significant part of his alternative investment specialization.2
Location
Michael Culwell is based in Orange County, California.46
It's worth noting that while Culwell has extensive experience in the financial industry, there have been reports of investor disputes involving six-figure amounts.5 As with any financial professional, potential clients should conduct thorough due diligence before engaging their services.
