Michael Graeber, financial advisor Round Hill VA
83 score

Michael Graeber

CRD Number: 1325226
Current Firm: Tcfg Investment Advisors, LLC

Michael Graeber (CRD# 1325226) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Round Hill, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Tcfg Investment Advisors, LLC Laguna Niguel, CA Apr 2017 - Current 1
Tcfg Wealth Management, LLC Laguna Niguel, CA Apr 2017 - Current 1
Summit Financial Group Inc. Round Hill, VA Aug 2015 - Current 2
Summit Brokerage Services Inc. Round Hill, VA Aug 2015 - Current 2
Wells Fargo Advisors LLC Baltimore, MD May 2009 - Aug 2015 6
Wachovia Securities LLC Baltimore, MD Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Jan 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael S. Graeber
Phone Number: 949-365-5830
Registered State(s):
  • CA
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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