MD
Michael Y. Demaray
BARD ASSOCIATES
CHICAGO, IL 60606
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CRD#: 7263480
MD
Professional summary
Michael Young Demaray is a registered financial advisor currently at BARD ASSOCIATES INC located in Chicago, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 1 firm .
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.
Owner, Elevated Capital LLC
General Partner, Elevated Value Focus LP
Entities exist, but in process of being wound down.
Zero time is spent during work week devoted to these entities.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Young Demaray'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®
NoneExperience
Current
July 28, 2020 - Present
BARD ASSOCIATES INC
Office #1: 233 South Wacker Drive Suite 4400, Chicago, IL 60606RIA
CRD#: 104984
CHICAGO, IL
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".
BA
BARD ASSOCIATES INC
BARD ASSOCIATES INC
CRD#: 104984 / SEC#: 801-28820
RIA
Registered Investment Advisory firm - (2/6/1987 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(7/28/2020)
IAR
Colorado(7/28/2020)
IAR
Florida(7/30/2020)
IAR
Illinois(7/28/2020)
IAR
Massachusetts(9/15/2020)
IAR
Texas(7/28/2020)
Exams
Current Firm
BA
BARD ASSOCIATES INC
BARD ASSOCIATES INC
CRD#: 104984 / SEC#: 801-28820
RIA
Registered Investment Advisory firm - (2/6/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Mailing Address
Phone number
(312) 782-9600
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 388 |
| AUM (Assets Under Management) | $ 384,627,788 |
Red Flags
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