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Michael Raymond Perhac

Trumbower Financial Advisors LLC

Bethesda, MD

CRD 4860329

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Employer firm

Trumbower Financial Advisors LLC CRD 107495

$1.98B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Trumbower Financial Advisors Llc

3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-11-21
TX RA APPROVED 2019-11-21
  • MD RA
    APPROVED
    Since 2019-11-21
  • TX RA
    APPROVED
    Since 2019-11-21

Branch Locations

3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trumbower Financial Advisors, Llc Bethesda MD 01/2015 Present
Previous Registrations
  • 2008-01-28 → 2013-06-11
    Westminster, MD
  • 2006-01-06 → 2007-07-20
    Psa Financial Advisors Inc
    Hunt Valley, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-30
  • S66 Uniform Combined State Law Examination
    2005-12-30
Designations
  • Certified Financial Planner
Other Names
  • Michael R Perhac

View on SEC IAPD

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