Stephen Michalski
Investment adviser representative at Bmb Advisers LLC
41 yearsExperience
1 stateRegistered in
$655.8MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Bmb Advisers, LLCMar 1999 to now
- Freedman Broder & Co.Nov 1985 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bmb Advisers LLC
$655.8MAssets managed
34Clients
4Advisers
24 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
- 4516989
- Firm CRD
- 118410