Unclaimed Profile

Michael Edward Perdzock

GAVION, LLC·MEMPHIS, Tennessee

Series 7, Series 63, Series 65Clean record26 years registeredGAVION, LLC

6000 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 2099576Firm CRD# 167807

Profile Verification

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

Identity

Michael Edward Perdzock · MEMPHIS, TN

Registration

CRD #2099576 · GAVION, LLC · 26 years registered

Brand Profile

Not yet started

Career History

COMMERCE ADVISORS, LLC

Jul 2026 – present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Jul 2019 – Jul 2024

Memphis, TN

GAVION, LLC

Oct 2013 – Dec 2019

MEMPHIS, TN

COMMERCE ADVISORS, LLC

Oct 2009 – Jul 2012

MEMPHIS, TN

CONSULTING SERVICES GROUP, LLC

Feb 2000 – Sep 2013

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 29, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAVION, LLC

CRD 167807 · SEC 801-78065

AUM

$218M

Regulatory assets under management

Employees

13 client accounts

Services offered by GAVION, LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GAVION, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Edward Perdzock offer?

Michael Edward Perdzock specializes in Retirement Planning. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Michael Edward Perdzock's credentials?

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

Where is Michael Edward Perdzock located?

Michael Edward Perdzock is based in MEMPHIS, Tennessee, working with GAVION, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Michael Edward Perdzock charge for services?

Michael Edward Perdzock's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAVION, LLC?

GAVION, LLC has approximately 12 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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