Michael Dekovner

MRD

Irvine, CA

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CRD#: 2134948

Professional summary

Michael Dekovner, CFP® is a registered financial advisor currently at MRD, INC. located in Irvine, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 2 firms and has passed the Series 63, Series 7 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dekovner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 12, 2004 - Present

MRD, INC.

RIA

CRD#: 111227

Irvine, CA

Past

February 16, 2000 - July 14, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MRD, INC.

MICHAEL RAND DEKOVNER | MRD, INC.

CRD#: 111227 / SEC#: 801-124836

RIA

Registered Investment Advisory firm - (5/3/2022 Approved)

California

Registered Investment Advisory firm - (6/8/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/9/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/12/2004)

IAR

Texas
(11/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/14/2000

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 4/11/1991

Non-Member General Securities Examination

Current Firm

MRD, INC.

MICHAEL RAND DEKOVNER | MRD, INC.

CRD#: 111227 / SEC#: 801-124836

RIA

Registered Investment Advisory firm - (5/3/2022 Approved)

California

Registered Investment Advisory firm - (6/8/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/9/2022 Terminated)

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Contact information

Main Address

Irvine, CA

Mailing Address

92 Corporate Park Suite C-323, Irvine, CA 92606

Phone number

(949) 365-0598

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MRD, INC. ADV 2 INCLUDING 2B SUPPLEMENT (2/6/2026)

Regulatory assets under management

Total Number of Accounts	266
AUM (Assets Under Management)	$ 181,702,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael Dekovner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dekovner's CRS (Customer Relationship Summary).

Certified licenses

Experience

MRD, INC.

EDWARD JONES

Primary Firm SEC Registration

MRD, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/16/2000

Series 7

Date: 2/14/2000

Series 2

Date: 4/11/1991

Current Firm

MRD, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MRD, INC.

TRUST BUT VERIFY

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