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Michael David Berg

CMC Advisors, Inc.

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About Michael David Berg

Michael David Berg is an Investment Advisor Representative associated with CMC Advisors, Inc. Michael is registered in Texas. Michael has been in the industry since July 1995. Previous employers include Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., GKN Securities Corp., Joseph Stevens & Company, L.P., and Millennium Securities Corp. Michael has passed the Series 7, Series 63 and Series 66 exams. Michael's firm, CMC Advisors, Inc., provides investment advisory services to individuals and businesses, including pension consulting. CMC Advisors, Inc., is a fee-only investment advisor.

Firm Information

Michael Berg is currently registered with CMC Advisors, Inc.. CMC Advisors, Inc. is an investment advisor based in BOCA RATON, FL. They advise pension and profit-sharing plans and have 2 investment adviser representatives. The firm does not manage discretionary assets and does not have a website.
CMC Advisors, Inc.

433 PLAZA REAL

BOCA RATON, FL 33432

Not reported

Assets Under Management

265

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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other

Percentage of assets under advisement

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Michael Berg’s Registration & Firm History

FL

10/03/2008 - Present

CMC Advisors, Inc. (BOCA RATON FL)

CA

08/01/2003 - 01/13/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

01/20/1998 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NY

10/10/1996 - 06/26/1997

GKN SECURITIES CORP. (NEW YORK NY)

NY

11/17/1995 - 10/04/1996

JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)

NY

07/27/1995 - 11/16/1995

MILLENNIUM SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Berg.
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