What is an Accredited Investor?

Understanding SEC requirements for private investment opportunities

Simple Definition

An accredited investor is someone who meets specific financial criteria set by the SEC. This designation allows you to invest in certain private securities and investment opportunities that aren't available to the general public.

Qualification Requirements

You qualify as an accredited investor if you meet ANY of the following criteria:

Income Requirement

Individual income exceeding $200,000 in each of the two most recent years (or $300,000 joint income with spouse) with reasonable expectation of reaching the same income level in the current year.

Net Worth Requirement

Individual or joint net worth exceeding $1 million (excluding primary residence).

Professional Credentials

Holders of Series 7, 65, or 82 licenses, or other qualifying professional certifications.

Entity Status

Certain entities with assets exceeding $5 million, or entities where all equity owners are accredited investors.

Why Does This Matter?

Access to Exclusive Opportunities:

Many high-return private investments are only available to accredited investors.

Higher Return Potential

Higher Return Potential

Portfolio Diversification

Access to alternative investments like real estate funds and private equity.

Not Accredited? No Problem!

We still have investment opportunities available for non-accredited investors. During your strategy session, we'll discuss all options that are available to you.

Ready to Discuss Your Options?

Schedule a free strategy session to learn about investment opportunities available to you.

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