How to Become an Accredited Investor

How to Become an Accredited Investor

May 2, 2022 by investor

How to Become an Accredited Investor

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.

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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.