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Michael Awwad

Mdrn Capital

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About Michael Awwad

Michael Awwad is a financial advisor with over 10 years of experience in the industry. Michael has held positions at several firms, including PNC Investments, The Huntington Investment Company, CETERA Investment Services LLC, and Fifth Third Securities, Inc. Michael is currently registered with Mdrn Capital, a firm headquartered in Annapolis, Maryland. Michael's areas of specialization include portfolio management for individuals, financial planning, and pension consulting. Michael is also an adjunct professor at Southern New Hampshire University and an Assistant Chief with the Goodland Township Fire Department.

Firm Information

Michael Awwad is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Awwad’s Registration & Firm History

MI

09/18/2024 - Present

Mdrn Capital (Imlay City MI)

MI

04/27/2022 - 01/19/2024

PNC INVESTMENTS (ROMEO MI)

MI

10/14/2021 - 04/21/2022

THE HUNTINGTON INVESTMENT COMPANY (GRAND BLANC MI)

MI

01/08/2020 - 10/13/2021

CETERA INVESTMENT SERVICES LLC (PORT HURON MI)

MI

08/08/2018 - 01/10/2020

FIFTH THIRD SECURITIES, INC. (TROY MI)

MI

06/14/2016 - 08/16/2018

THE HUNTINGTON INVESTMENT COMPANY (CLINTON TOWNSHIP MI)

MI

04/15/2016 - 06/01/2016

INVESTMENT PROFESSIONALS, INC. (ST. CLAIR MI)

MI

08/14/2014 - 04/11/2016

THE HUNTINGTON INVESTMENT COMPANY (WARREN MI)

MI

05/04/2011 - 03/28/2013

CUSO FINANCIAL SERVICES, L.P. (ROSEVILLE MI)

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Licenses & Designations

BOTH

Issued 06/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Michael Awwad. Review regulatory record here.
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