Michael Alexander Listman
Professional Summary
Michael Alexander Listman is a registered financial advisor currently at DORGEOLIS CAPITAL LLC located in Crestview, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
Current Firm
DORGEOLIS CAPITAL LLC
Contact Information
Main Address
5753 Hwy 85 N Pmb 2992, Crestview, FL 32536Phone Number
(208) 255-9517# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
13AUM (Assets Under Management)
$2,500,000Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
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.
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
(3/4/2026)
(11/12/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Alexander Listman's CRS (Customer Relationship Summary).
Similar Advisors
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
CLARK ASSET MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
