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FAQ
How do I know if I’m an accredited investor?

One or more of the following will apply:

  • You had income exceeding $200,000, or income with your spouse (or spousal equivalent) exceeding $300,000, each of the past two years and expect the same this year.
  • Your net worth, individually or jointly with your spouse (or spousal equivalent), exceeds $1 million.
  • You invest on behalf of an entity or trust with at least $5 million in assets.
  • You invest on behalf of an entity in which all of the owners are accredited investors.
  • You currently hold any one of the following FINRA administered licences:
    • Series 7 (General Securities Representative)
    • Series 65 (Investment Adviser Representative)
    • Series 82 (Private Securities Offerings Representative)
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