Michael SoroudiCRD Number: 6519366
Current Firm: Digital Asset Investment Management
Michael Soroudi (CRD# 6519366) is an Investment Advisor Representative working at Digital Asset Investment Management in Newport Beach, CA and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Digital Asset Investment Management||Newport Beach, CA||Aug 2021 - Current||< 1|
|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|
|Global Financial Data||San Juan Capistrano, CA||Feb 2012 - Aug 2012||< 1|
|Self||Newport Beach, CA||Aug 2008 - Feb 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2017|
Total Assets Under Management28MILLIONS
Total Number of Accounts150ACCOUNTS
Average Account Value$187,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, NJ, NY, OR, PA
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.