Michael Daniel Immerman

Employer firm

Kingsbridge Wealth Management, Inc. CRD 165560

$469M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2022 → 07/2025
  Goldman Sachs
  Boston, MA
• 01/2022 → 04/2022
  Vacation
  Boston, MA
• 08/2021 → 12/2021
  Student
  Amherst, MA
• 06/2021 → 08/2021
  Goldman Sachs
  Boston, MA
• 01/2021 → 06/2021
  Student
  Amherst, MA
• 01/2021 → 04/2021
  Mammoth Mountain
  Mammoth Lakes, CA
• 08/2020 → 12/2020
  Ubund
  San Francisco, CA
• 08/2020 → 11/2020
  Blue Startups
  Honolulu, HI
• 06/2020 → 08/2020
  Vertica Capital Partners
  New York, NY
• 08/2019 → 05/2020
  Student
  Amherst, MA
• 06/2019 → 08/2019
  Rxsense
  Boston, MA
• 08/2018 → 05/2019
  Suntecktts
  Acton, MA
• 08/2004 → 07/2018
  Full Time Student
  Acton, MA
• 08/2025 → Present
  Kingsbridge Wealth Management, Inc.
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2025-08-18
• S63 Uniform Securities Agent State Law Examination
  2022-06-24