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Advisors / North Carolina / Belmont
27yrs

Michael Fayed

Financial advisor at Cambridge Investment Research Advisors

Based in Belmont, North Carolina, Michael Fayed is a fiduciary financial advisor with 27 years of industry experience. Michael has been with Cambridge Investment Research Advisors since 2018; before that, Michael spent seven years at Summit Financial Group and four years at Capital Guardian Wealth Management. Michael holds the CFP® designation.

One of 41 advisors with offices in Belmont, and one of 38 fiduciaries.

Belmont, NC 28012CFP®Top 18% by experience in North CarolinaFiduciary advisor

At a glance

Experience27 years (since 1999)
How that compares ?Top 18% by experience in North Carolina
Office420 Park St. Suite. 100, Belmont, NC 28012
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now
  2. 2011 – 2018
    Summit Financial Group Inc.Previously
  3. 2007 – 2011
    Capital Guardian Wealth Management, LLCPreviously
  4. 2001 – 2006
    Raymond James Financial Services, Inc.Previously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Michael Fayed. Michael works from the Belmont, NC office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1999, about 27 years. Top 18% by experience in North Carolina.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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