Daniel A. Eberhardt Guzman
Professional summary
Daniel Andres Eberhardt Guzman, who also goes by Daniel Andres Eberhardt, Daniel A Eberhardt Guzman, Daniel Guzman, is a registered financial advisor currently at MICROVEST CAPITAL MANAGEMENT located in Washington, District Of Columbia.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Andres Eberhardt Guzman's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2023 - Present
MICROVEST CAPITAL MANAGEMENT
Office #1: 1500 K Street Nw Suite 375, Washington, DC 20005March 28, 2022 - August 21, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 24, 2022 - August 21, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
MICROVEST CAPITAL MANAGEMENT
CRD#: 153395 / SEC#: 801-71725
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2023)
Exams
Series 7TO
Date: 2/24/2022
General Securities Representative ExaminationCurrent Firm
MICROVEST CAPITAL MANAGEMENT
CRD#: 153395 / SEC#: 801-71725
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 169,653,866 |
Red Flags
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