Michael M. Tanha
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Milad Tanha, who also goes by Michael M Tanha, Michael Milad Tanha, Mikey Tanha, Milad Tanha, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2013. Michael had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 21, 2017 - April 6, 2018
BOULEVARD FAMILY WEALTH
December 2, 2014 - June 14, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 8, 2014 - June 14, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 16, 2013 - September 16, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BOULEVARD FAMILY WEALTH
CRD#: 285229 / SEC#: 801-110200
Contact information
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 933,007,861 |
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.
