EXCLUSIVE ADVISORS LLC
JACKSONVILLE, FLORIDA

EXCLUSIVE ADVISORS LLC is a financial advisory firm specializing in private wealth management for high-net-worth individuals, business owners, professionals, executives, athletes, and retirees. Established on May 13, 2009, the company is based in Jacksonville, Florida, and operates under license to manage securities across numerous states including Arizona, California, Colorado, Delaware, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia, and Washington. The team at EXCLUSIVE ADVISORS LLC is led by experienced experts such as Dale, who advises clients through various business cycles with a series of securities registrations (Series 7, 63, and 65), and Jason Griggs, holding the Certified Retirement Planning Counselor designation. Additionally, David Atlee brings expertise from his time in both client-facing roles at Fidelity Investments and institutional service roles at Deutsche Bank. EXCLUSIVE ADVISORS LLC offers personalized investment plans tailored to meet individual financial goals, including life insurance products and asset management. Their services are exclusively offered to accredited investors, allowing them to develop comprehensive understanding and strategies for managing considerable wealth. Firmly rooted in the belief that wealth should enhance lifestyle and happiness, they leverage unique investment solutions beyond traditional stocks, bonds, mutual funds, and insurance products. The firm prioritizes conviction, courage, competence, and communication to build trust and understand client needs effectively. Legal Residence Requirement: Clients must reside legally in any of the licensed states for eligibility to receive services. Filing under Florida DOS (Dept. of State) as indicated by its official registry provides oversight and compliance with state regulations. Michael J Sievert serves as a Manager, guiding operational leadership.