Michael Alan Edberg
Investment adviser representative at Millennium Investment and Retirement Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Millennium Investment and Retirement Advisors, LLCAug 2017 to now
- Independent Financial Group, LLCJul 2015 to Aug 2017
- Plotkin Financial Advisors, LLCJul 2015 to Aug 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Millennium Investment and Retirement Advisors, LLC
$1.4BAssets managed
523Clients
4Advisers
14 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
- 4531892
- Firm CRD
- 117868