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What is an accredited investor?

Written by Abby Blumenfeld

An accredited investor is someone who meets SEC financial or professional standards to invest in certain private investments.

You generally qualify if you meet one of these:

  • Income: Over $200,000 annually (or $300,000 jointly with a spouse) for the last two years, with the expectation of the same this year.

  • Net worth: Over $1 million, excluding your primary residence.

  • Professional license: Hold certain securities licenses, such as the Series 7, Series 65, or Series

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