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Zachary Karter Bishop

MICROVEST CAPITAL MANAGEMENT LLC·BETHESDA, Maryland
SIE, Series 7, Series 52TO, Series 53, Series 63Clean recordMICROVEST CAPITAL MANAGEMENT LLC
7315 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 5203069Firm CRD# 153395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Karter Bishop · BETHESDA, MD
Registration
CRD #5203069 · MICROVEST CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 52TO
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DAI ASSET MANAGEMENT, LLC
CRD 153395 · SEC 801-71725
AUM
$226M
Regulatory assets under management
Employees
11
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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04

Frequently Asked Questions

What services does Zachary Karter Bishop offer?
Zachary Karter Bishop specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Zachary Karter Bishop's credentials?
Zachary Karter Bishop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Karter Bishop located?
Zachary Karter Bishop 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 Zachary Karter Bishop charge for services?
Zachary Karter Bishop'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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Other Advisors at MICROVEST CAPITAL MANAGEMENT LLC

Angela None Atherton
BETHESDA, MD
Michael Alan Edberg
BETHESDA, MD
CFA
Sothara Chin
BETHESDA, MD
Lynn Exton
BETHESDA, MD

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Research
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