Michael M. Druckman

ENVISION CAPITAL MANAGEMENT LTD

Scottsdale, AZ 85258-5316

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CRD#: 2543844

Professional summary

Michael Mark Druckman, who also goes by Michael Druckman, is a registered financial advisor currently at ENVISION CAPITAL MANAGEMENT LTD located in Scottsdale, Arizona.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Druckman

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.

1.) Mr. Michael Druckman holds some personal assets in the following single purpose limited liability companies as follows: ECM Ltd Properties LLC and BFE 324 LLC; and Mr. Druckman spends zero hours per month on these entities. 2.) Mr. Druckman is a member and a passive investor of the Toal Method LLC, a company created to market a training system to specialty oral surgeon dentists. Mr. Druckman spends zero hours per month on the Toal Method LLC. 3.) Mr. Druckman is the statutory agent for Toad in the Hole Productions LLC, a company owned by Kyla Druckman, his daughter, to develop and produce independent films, and Mr. Druckman has no management duties and spends zero hours per month on this entity. 4.) Mr. Druckman is co-founder of World Music Stage (WMS) which formed in July 2010. WMS is a web-based site to advance undiscovered musicians. Mr. Druckman is a passive investor and has no duties pertaining to WMS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Mark Druckman's 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®

None

Experience

Current

April 15, 2009 - Present

ENVISION CAPITAL MANAGEMENT LTD

Office #1: 10245 E. Via Linda Blvd. Suite 110, Scottsdale, AZ 85258-5316

RIA

CRD#: 110266

Scottsdale, AZ

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

Arizona
(4/15/2009)

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

IAR

Series 65

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 7/26/1995

Non-Member General Securities Examination

Current Firm

ENVISION CAPITAL MANAGEMENT LTD

CRD#: 110266 / SEC#: 801-55355

RIA

Registered Investment Advisory firm - (6/22/2015 Terminated)

Arizona

Registered Investment Advisory firm - (6/19/2015 Approved)

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).

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Contact information

Main Address

10245 E. Via Linda Blvd. Suite 110, Scottsdale, AZ 85258-5316

Mailing Address

Phone number

(480) 219-6240

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 40,456,426

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 M. Druckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ENVISION CAPITAL MANAGEMENT LTD

State Registrations and Notice Filings

Exams

Series 65

Series 2

Date: 7/26/1995

Current Firm

ENVISION CAPITAL MANAGEMENT LTD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENVISION CAPITAL MANAGEMENT LTD

TRUST BUT VERIFY

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