Investor Connect Podcast

How to Become an Accredited Investor

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

To invest in startups directly, one must be an accredited investor. 

The Securities and Exchange Commission sets the criteria for who is accredited.

Here’s a list of those who meet the criteria:

Individuals who have a net worth exceeding $1M.

Individuals who have earned income exceeding $200K per year for the last three years.

Individuals with a spouse who has earned income exceeding $300K per year for the last three years.

Also, there are Family Offices.

Entities that own $5M of investments

Individuals who have achieved a professional license such as a Series 65.  

Series 65 is a license for individuals to act as investment advisors.  

This certificate allows the individual to buy securities not registered with the SEC.

If you don’t meet the income or net worth requirement, you can study for an exam and use the Series 65 to gain access to accredited investor investments.

hank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.

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Direct download: How_to_become_an_Accredited_Investor.mp3
Category:general -- posted at: 6:00am CDT