Advisor at Perfetta Capital, LLC
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Michael Brooks is a financial advisor at Perfetta Capital, LLC in Atlanta, GA, holding a Series 66 designation with 16 years of industry experience. Prior to founding Perfetta Capital in 2024, he worked at Sentara Capital LLC for 12 years. He is also an independent insurance agent, maintaining an active insurance license and engaging in insurance sales and service. Perfetta Capital is an independent investment adviser serving individual, high-net-worth, and company-sponsored pension and profit-sharing plan clients. The firm offers discretionary portfolio management, written investment strategies, and retirement plan consulting, with an investment approach tailored to each client’s objectives and risk tolerance.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Atlanta, GA
Georgia · North Carolina · Texas
Perfetta Capital, LLC
2024 - Present (2 years)
Sentara Capital LLC
2012 - 2024 (12 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Trust company
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Other specialized services
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