Unclaimed Profile

Michael Doniger

UNEST ADVISERS, LLC·NORTH HOLLYWOOD, California

SIE, Series 7, Series 24, Series 66Clean record15 years registeredUNEST ADVISERS, LLC

5161 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91601CRD# 5583205Firm CRD# 308125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Doniger · NORTH HOLLYWOOD, CA

Registration

CRD #5583205 · UNEST ADVISERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNEST ADVISERS, LLC

UNEST ADVISERS, LLC

Jun 2022 – Nov 2023

Woodbury, NY

MONEYLION

Aug 2018 – Jun 2022

NEW YORK, NY

MORGAN STANLEY

Jul 2017 – Jul 2018

New York, NY

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Dec 2015 – Jul 2017

NEW YORK, NY

BARCLAYS CAPITAL INC.

Jan 2011 – Dec 2015

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNEST ADVISERS, LLC

CRD 308125 · SEC 801-118574

AUM

$26M

Regulatory assets under management

Employees

20,068 client accounts

Services offered by UNEST ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at UNEST ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Doniger offer?

Michael Doniger specializes in Investment Management.

What are Michael Doniger's credentials?

Michael Doniger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Doniger located?

Michael Doniger is based in NORTH HOLLYWOOD, California, last registered with UNEST ADVISERS, LLC.

How does Michael Doniger charge for services?

Michael Doniger's firm is compensated through other: discretionary acct fee; membership fee to affiliate. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNEST ADVISERS, LLC?

UNEST ADVISERS, LLC has approximately 4 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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