Michael Soroudi (CRD# 6519366) is an Investment Advisor Representative working at Digital Asset Investment Management in Newport Beach, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Digital Asset Investment Management | Newport Beach, CA | Aug 2021 - Current | 2 |
| Securian Financial Services Inc. | St. Paul, MN | Jun 2015 - Aug 2021 | 6 |
| Tax And Financial Group | Newport Beach, CA | Jun 2015 - Aug 2021 | 6 |
| Volt | Costa Mesa, CA | Dec 2014 - Apr 2015 | < 1 |
| Robert Half International | Laguna Niguel, CA | Aug 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- CA
- FL
- MA
- NJ
- NY
- OR
- PA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$167,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
CA, FL, MA, NJ, NY, OR, PA
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