David A. Salvati

M1 CAPITAL MANAGEMENT LLC

TROY, MI 48083

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CRD#: 7089298

Professional summary

David Anthony Salvati, who also goes by David Salvati, is a registered financial advisor currently at M1 CAPITAL MANAGEMENT LLC located in Troy, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Salvati

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 David Anthony Salvati'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

January 6, 2023 - Present

M1 CAPITAL MANAGEMENT LLC

Office #1: 200 E Big Beaver Rd Ste 132, Troy, MI 48083

RIA

CRD#: 158269

TROY, MI

Past

December 18, 2019 - April 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TROY, MI

Past

October 3, 2019 - April 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TROY, 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".

M1 CAPITAL MANAGEMENT LLC

M1 CAPITAL MANAGEMENT | M1 CAPITAL MANAGEMENT LLP | M1 CAPITAL MANAGEMENT LLC

CRD#: 158269 / SEC#: 801-72578

RIA

Registered Investment Advisory firm - (7/27/2011 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

Michigan
(1/6/2023)

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: 12/14/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/3/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/30/2019

Securities Industry Essentials Examination

Current Firm

M1 CAPITAL MANAGEMENT LLC

M1 CAPITAL MANAGEMENT | M1 CAPITAL MANAGEMENT LLP | M1 CAPITAL MANAGEMENT LLC

CRD#: 158269 / SEC#: 801-72578

RIA

Registered Investment Advisory firm - (7/27/2011 Approved)

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Contact information

Main Address

200 E Big Beaver Rd Ste 132, Troy, MI 48083

Mailing Address

7 West Square Lake Road, Bloomfield Hills, MI 48302

Phone number

(248) 556-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

M1 CAPITAL MANAGEMENT BROCHURE (8/26/2025)

Regulatory assets under management

Total Number of Accounts	920
AUM (Assets Under Management)	$ 406,039,664

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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David A. Salvati

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Salvati's CRS (Customer Relationship Summary).

Certified licenses

Experience

M1 CAPITAL MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

M1 CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2019

Series 7TO

Date: 10/3/2019

SIE

Date: 8/30/2019

Current Firm

M1 CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

M1 CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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