Michael D. Fedorovich

AMG FUNDS LLC

Stamford, CT 06901

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CRD#: 2765916

Professional summary

Michael David Fedorovich, AIF®, CIMA®, who also goes by Michael David Federovich, is a registered financial advisor currently at AMG FUNDS LLC located in Stamford, Connecticut and AMG DISTRIBUTORS, INC. located in Stamford, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael David Federovich

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 David Fedorovich'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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

June 17, 2010 - Present

AMG FUNDS LLC

Office #1: 680 Washington Boulevard Suite 500, Stamford, CT 06901

RIA

CRD#: 153456

Stamford, CT

Current

August 20, 2001 - Present

AMG DISTRIBUTORS, INC.

Office #1: 680 Washington Blvd Suite 500, Stamford, CT 06901

CRD#: 27314

Stamford, CT

Past

May 20, 2005 - June 18, 2010

AMG DISTRIBUTORS, INC.

RIA

CRD#: 27314

CHICAGO, IL

Past

January 2, 2000 - May 4, 2005

BURRIDGE GROUP LLC

RIA

CRD#: 106416

CHICAGO, IL

Past

November 12, 1998 - September 14, 1999

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

August 26, 1996 - October 28, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

AMG FUNDS LLC

AMG DISTRIBUTORS | MANAGERS INVESTMENT GROUP LLC | AMG WEALTH | AMG FUNDS LLC | AMG FUNDS

CRD#: 153456 / SEC#: 801-56365

RIA

Registered Investment Advisory firm - (3/30/1999 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(3/2/2012)

Illinois
(8/20/2001)

IAR

Illinois
(6/17/2010)

Michigan
(9/1/2006)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/1996

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 8/23/1996

Municipal Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMG FUNDS LLC

AMG DISTRIBUTORS | MANAGERS INVESTMENT GROUP LLC | AMG WEALTH | AMG FUNDS LLC | AMG FUNDS

CRD#: 153456 / SEC#: 801-56365

RIA

Registered Investment Advisory firm - (3/30/1999 Approved)

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Contact information

Main Address

680 Washington Boulevard Suite 500, Stamford, CT 06901

Mailing Address

Phone number

(203) 299-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 19,032,293,298

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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Firm Stability Insights

Michael D. Fedorovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AMG DISTRIBUTORS, INC.

AMG DISTRIBUTORS, INC.

BURRIDGE GROUP LLC

BOFA DISTRIBUTORS, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

AMG FUNDS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/1999

Series 63

Date: 8/30/1996

SIE

Date: 10/1/2018

Series 7

Date: 10/10/1996

Series 52

Date: 8/23/1996

FINRA

Current Firm

AMG FUNDS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

AMG FUNDS LLC

TRUST BUT VERIFY

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