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ML

Michael C. Lederer

QUANTUM PORTFOLIO MANAGEMENT
SAN FRANCISCO, CA
Some features on this profile are disabled
CRD#: 6544652
ML

Professional summary

Michael Charles Lederer is a registered financial advisor currently at QUANTUM PORTFOLIO MANAGEMENT, LLC located in San Francisco, California and INDEX TECHNOLOGIES GROUP LLC located in San Francisco, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

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.
Index Technologies Group, LLC, address same as office address. Investment-related, Title same as Quantum, Start Date: 09/2023, Spend 75% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Charles Lederer'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®
None

Experience

Current

July 19, 2023 - Present

QUANTUM PORTFOLIO MANAGEMENT, LLC

RIA
CRD#: 326280
SAN FRANCISCO, CA
Current

November 6, 2023 - Present

INDEX TECHNOLOGIES GROUP LLC

Office #1: 580 California Street Suite 700, San Francisco, CA 94104
RIA
CRD#: 327771
SAN FRANCISCO, CA
Past

January 5, 2016 - December 31, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN FRANCISCO, CA
Past

January 5, 2016 - December 31, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN FRANCISCO, CA
Past

November 2, 2015 - December 18, 2015

ALAMO CAPITAL

RIA
CRD#: 26193
WALNUT CREEK, CA
Past

September 21, 2015 - December 18, 2015

ALAMO CAPITAL

BD
CRD#: 26193
WALNUT CREEK, CA

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".
QP
QUANTUM PORTFOLIO MANAGEMENT, LLC
CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA
Registered Investment Advisory firm - (5/9/2023 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.

Highlighted states indicate IAR registrations

IAR
California
(7/19/2023)
IAR
Texas
(1/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/2015
General Securities Representative Examination

Current Firm

QP
QUANTUM PORTFOLIO MANAGEMENT, LLC
CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA
Registered Investment Advisory firm - (5/9/2023 Approved)
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Contact information

Main Address
10 E. 53rd Street Suite 1400, New York, NY 10022
Mailing Address
Phone number
(212) 466-6760
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

QUANTUM PORTFOLIO MANAGEMENT ADV PART 2A BROCHURE (6/13/2025)
QUANTUM PORTFOLIO MANAGEMENT APPENDIX 1 (6/13/2025)

Regulatory assets under management

Total Number of Accounts267
AUM (Assets Under Management)$ 295,145,763

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.

Company Information

QUANTUM PORTFOLIO MANAGEMENT, LLC

CRD#: 326280San Francisco, CA

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