Michael S. Garberich

NESTIMATE

Buda, TX

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CRD#: 6587217

Professional summary

Michael Scott Garberich, who also goes by Michael S Garberich, is a registered financial advisor currently at NESTIMATE located in Buda, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael S Garberich

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 Scott Garberich'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 22, 2026 - Present

NESTIMATE

RIA

CRD#: 330306

Buda, TX

Past

July 27, 2021 - September 22, 2025

LEAFHOUSE FINANCIAL ADVISORS, LLC

RIA

CRD#: 149694

AUSTIN, TX

Past

March 8, 2021 - June 25, 2021

MASTERPIECE CAPITAL, LLC

RIA

CRD#: 290075

AUSTIN, TX

Past

September 28, 2018 - February 15, 2021

LEAFHOUSE FINANCIAL ADVISORS, LLC

RIA

CRD#: 149694

AUSTIN, TX

Past

February 8, 2016 - August 28, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CARLSBAD, CA

Past

January 13, 2016 - August 28, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CARLSBAD, CA

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

Florida
(4/22/2026)

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 66

Date: 2/5/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/13/2016

General Securities Representative Examination

Current Firm

NESTIMATE

NESTIMATE | NESTIMATE INVESTMENT MANAGEMENT LLC

CRD#: 330306 / SEC#:

Florida

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

200 Central Ave 4th Floor, St Petersburg, FL 33701

Mailing Address

Phone number

(813) 520-2177

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 S. Garberich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NESTIMATE

LEAFHOUSE FINANCIAL ADVISORS, LLC

MASTERPIECE CAPITAL, LLC

LEAFHOUSE FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 2/5/2016

SIE

Date: 8/28/2018

Series 7

Date: 1/13/2016

Current Firm

NESTIMATE

Contact information

Documents

Red Flags

Company Information

NESTIMATE

TRUST BUT VERIFY

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