Michael Soroudi, financial advisor Newport Beach CA

Michael Soroudi

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Michael A. Soroudi
Phone Number: 949-298-7582
Registered State(s):
  • CA
  • FL
  • NJ
  • NY
  • OR
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States


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