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Tobias Milchereit

MARSHBERRY CAPITAL.
New York, NY 10022
Some features on this profile are disabled
CRD#: 7074396
TM

Professional summary

Tobias Milchereit is a registered financial professional currently at MARSHBERRY CAPITAL, LLC. located in New York, New York.

Tobias is registered as a RR (Registered Representative) and started their career in finance in 2019. Tobias has worked at 1 firm and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Tobias Milchereit'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

October 18, 2019 - Present

MARSHBERRY CAPITAL, LLC.

Office #1: 570 Lexington Ave. Suite 4500, New York, NY 10022
BD
CRD#: 157384
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
California
(8/16/2022)
RR
Maryland
(5/20/2025)
RR
Massachusetts
(5/29/2025)
RR
New Jersey
(1/9/2025)
RR
New York
(9/25/2020)
RR
Oklahoma
(5/20/2025)
RR
Pennsylvania
(2/3/2025)
RR
Texas
(4/22/2025)
RR
Virginia
(10/21/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/2/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/18/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/4/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MARSHBERRY CAPITAL, LLC.
MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.

CRD#: 157384 / SEC#: , 8-68848

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Mailing Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Phone number
(440) 354-3230
Established
Ohio since 11/24/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MARSH, BERRY & COMPANY, LLCPARENT
HENDERSON, STUART ROBERTFINOP1121476
METZ, MICHAEL JAMESCFO & PRINCIPAL OPERATIONS OFFICER6367067
STOVER, MELISSA MARIECHIEF COMPLIANCE OFFICER6155694
WEPLER, JOHN MARTINCEO5914183

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

MARSHBERRY CAPITAL, LLC.

CRD#: 157384New York, NY 10022

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