Jeffrey David Engelberg
Investment adviser representative at Additive Advisory Pbc
1 stateRegistered in
CFADesignation
$140.9MFirm assets
10 yearsFirm in business
Are you Jeffrey David Engelberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
No employment history in this record.
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TN).
Additive Advisory Pbc
$140.9MAssets managed
2Clients
1Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2371947
- Firm CRD
- 283979