Michael Alexander Slud

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 10/2016
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 11/2016 → Present
  Pathstone Federal Street
  Potomac, MD

Previous Registrations

• 2015-07-09 → 2016-10-31
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 2003-08-25 → 2015-07-08
  Gfo Advisory Services, Llc
  Chevy Chase, MD
  Chevy Chase, MD
• 2002-05-02 → 2003-08-04
  Banc Of America Investment Services, Inc.
  Mclean, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-09-27
• S65 Uniform Investment Adviser Law Examination
  1995-01-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Mike Slud
• Michael Slud