Micah PatashnikCRD Number: 6190524
Current Firm: Macroview Investment Management LLC
Micah Patashnik (CRD# 6190524) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Absolute Investment Management||Bethesda, MD||May 2012 - Current||4|
|Lighthouse Document Technologies||Seattle, WA||May 2010 - Aug 2012||2|
|Absolute Investment Management||Bethesda, MD||Sep 2011 - May 2012||< 1|
|American University||Washington, DC||Aug 2008 - May 2012||3|
|Lighthouse Document Technologies||Seattle, WA||May 2009 - Aug 2009||< 1|
|Home Court||Woodinville, WA||Jun 2007 - Aug 2008||1|
|Bothell High School||Bothell, WA||Aug 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management101MILLIONS
Total Number of Accounts441ACCOUNTS
Average Account Value$228,018
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.