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Michael David Taxman

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC·HANOVER, New Hampshire
Series 7, Series 31, Series 63, Series 65Clean record25 years registeredMICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC
35 SOUTH MAIN STREET, HANOVER, NH 03755CRD# 3130965Firm CRD# 126670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Taxman · HANOVER, NH
Registration
CRD #3130965 · MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
May 2002 – present
FIRST FINANCIAL RESOURCES
Oct 2000 – Oct 2003
NAPLES, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · October 9, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC
CRD 126670 · SEC 801-130853
AUM
$105M
Regulatory assets under management
Employees
1
67 client accounts
Services offered by MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC →
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Frequently Asked Questions

What services does Michael David Taxman offer?
Michael David Taxman specializes in Investment Management, Fee-Only Advisory. Contact their office in HANOVER, New Hampshire for a consultation.
What are Michael David Taxman's credentials?
Michael David Taxman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Taxman located?
Michael David Taxman is based in HANOVER, New Hampshire, working with MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC. Their office serves clients in the HANOVER metropolitan area and surrounding communities.
How does Michael David Taxman charge for services?
Michael David Taxman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC?
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC has approximately 1 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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