Unclaimed Profile

Michael David Shmerling

LOCALSHARES INVESTMENTS, LLC·NASHVILLE, Tennessee

Clean recordLOCALSHARES INVESTMENTS, LLC

4535 HARDING PIKE, NASHVILLE, TN 37205CRD# 6198967Firm CRD# 167944

Profile Verification

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

Identity

Michael David Shmerling · NASHVILLE, TN

Registration

CRD #6198967 · LOCALSHARES INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael David Shmerling is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LOCALSHARES INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LOCALSHARES INVESTMENTS, LLC

LOCALSHARES INVESTMENTS

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOCALSHARES INVESTMENTS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6198967

Firm CRD# 167944

View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

Browse all registered financial advisors in NASHVILLE, Tennessee or claim this profile if it's yours.

Browse NASHVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael David Shmerling offer?

Michael David Shmerling specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Michael David Shmerling's credentials?

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

Where is Michael David Shmerling located?

Michael David Shmerling is based in NASHVILLE, Tennessee, working with LOCALSHARES INVESTMENTS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Michael David Shmerling charge for services?

Michael David Shmerling'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 LOCALSHARES INVESTMENTS, LLC?

LOCALSHARES INVESTMENTS, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →