Unclaimed Profile

Michael Alan Edberg

MICROVEST CAPITAL MANAGEMENT LLC·BETHESDA, Maryland

SIE, Series 7CFAClean record13 years registeredMICROVEST CAPITAL MANAGEMENT LLC

7514 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 4531892Firm CRD# 153395

Profile Verification

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

Identity

Michael Alan Edberg · BETHESDA, MD

Registration

CRD #4531892 · MICROVEST CAPITAL MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Sep 2017 – present

PLOTKIN FINANCIAL ADVISORS, LLC

Jul 2015 – Sep 2017

CHEVY CHASE, MD

J.M. EDBERG INVESTMENT MANAGEMENT LLC

Jan 2013 – Dec 2015

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · January 14, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAI ASSET MANAGEMENT, LLC

CRD 153395 · SEC 801-71725

AUM

$226M

Regulatory assets under management

Employees

10 client accounts

Services offered by DAI ASSET MANAGEMENT, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at DAI ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Alan Edberg offer?

Michael Alan Edberg specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Michael Alan Edberg's credentials?

Michael Alan Edberg holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Alan Edberg located?

Michael Alan Edberg is based in BETHESDA, Maryland, working with MICROVEST CAPITAL MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Michael Alan Edberg charge for services?

Michael Alan Edberg's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MICROVEST CAPITAL MANAGEMENT LLC?

MICROVEST CAPITAL MANAGEMENT LLC has approximately 11 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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