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MS

Michael S. Shrift

MONUMENT ADVISERS
CARMEL, IN 46032
Some features on this profile are disabled
CRD#: 7340022
MS

Professional summary

Michael Samuel Shrift, who also goes by Michael Shrift, is a registered financial advisor currently at MONUMENT ADVISERS located in Carmel, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Shrift

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.
(1) Name: Michael Shrift Inv rel: N Addr: 97 Pro-Med Ln, Carmel, IN 46032 Nature: Physician Practice; not for profit healthcare setting Position: Physician Start: 10/18/2021 No hrs/mo: 32 No hrs/mo dur trading: 32 Duties: Seeing patients eight hours a week. (2) Name: Our Lady of Mt. Carmel School Inv rel: N Addr: 14598 Oak Ridge Rd, Carmel, IN 46032 Nature: Nonprofit Organization Position: School Council Member Start: 10/11/2021 No hrs/mo: 3 No hrs/mo dur trading: 0 Duties: Advise school leadership on strategic and tactical planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Samuel Shrift'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 16, 2024 - Present

MONUMENT ADVISERS

Office #1: 550 Congressional Blvd Suite 350, Carmel, IN 46032
RIA
CRD#: 331623
CARMEL, IN
Past

August 24, 2021 - November 16, 2022

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Indianapolis, IN
Past

May 1, 2021 - November 16, 2022

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Indianapolis, IN

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
Indiana
(10/16/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/30/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/22/2021
Securities Industry Essentials Examination

Current Firm

MA
MONUMENT ADVISERS
MONUMENT ADVISERS | MONUMENT VENTURES | MONUMENT ADVISERS LLC

CRD#: 331623 / SEC#:

Indiana
Registered Investment Advisory firm - (5/30/2024 Approved)
Virginia
Registered Investment Advisory firm - (7/19/2025 Approved)
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Contact information

Main Address
550 Congressional Blvd Suite 350, Carmel, IN 46032
Mailing Address
Phone number
(317) 210-1051
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 4,840,631

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

MONUMENT ADVISERS

CRD#: 331623Carmel, IN 46032

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