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Micah Patashnik

MACROVIEW INVESTMENT MANAGEMENT LLC·BETHESDA, Maryland
Series 65Clean record13 years registeredMACROVIEW INVESTMENT MANAGEMENT LLC
4800 HAMPDEN LANE, BETHESDA, MD 20814CRD# 6190524Firm CRD# 149621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Micah Patashnik · BETHESDA, MD
Registration
CRD #6190524 · MACROVIEW INVESTMENT MANAGEMENT LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

MACROVIEW INVESTMENT MANAGEMENT LLC
Jul 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 26, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621 · SEC 801-71500
AUM
$271M
Regulatory assets under management
Employees
5
622 client accounts
Services offered by MACROVIEW INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MACROVIEW INVESTMENT MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Micah Patashnik offer?
Micah Patashnik specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Micah Patashnik's credentials?
Micah Patashnik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Micah Patashnik located?
Micah Patashnik is based in BETHESDA, Maryland, working with MACROVIEW INVESTMENT MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Micah Patashnik charge for services?
Micah Patashnik's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pension consulting fees; investment consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACROVIEW INVESTMENT MANAGEMENT LLC?
MACROVIEW INVESTMENT MANAGEMENT LLC has approximately 5 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MACROVIEW INVESTMENT MANAGEMENT LLC

Daniel Jay Cohen
BETHESDA, MD
Benjamin Richard Corson
BETHESDA, MD

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