SEC Registration: Protocol Wealth, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.
Fiduciary Status: As a registered investment adviser, Protocol Wealth is held to a fiduciary standard and is legally obligated to act in the best interests of clients.
CFP® Certification: Certain advisors hold the CERTIFIED FINANCIAL PLANNER™ certification, granted by the Certified Financial Planner Board of Standards, Inc. CFP® professionals are held to fiduciary standards when providing financial advice.
Risk Disclosure: All investments involve risk, including the potential loss of principal. Digital assets may experience extreme price volatility, regulatory uncertainty, and liquidity risks. Past performance is not indicative of future results.
SIPC Coverage: Client assets held at custodians may be protected by the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). SIPC does not protect against market losses.
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