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Michael David Tannenbaum

Archer Investment Corp.

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About Michael David Tannenbaum

Michael Tannenbaum is an investment advisor representative with Archer Investment Corp.. Michael has been in the industry since 1997 and is registered with the state of Florida. Michael is a licensed CPA and has experience in investment advisory and financial planning. Michael specializes in portfolio management for individuals, businesses, and investment companies. Michael is also a registered representative with the state of Florida.

Firm Information

Michael Tannenbaum is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Michael Tannenbaum’s Registration & Firm History

FL

01/01/2025 - Present

Archer Investment Corp. (Altamonte Springs FL)

TX

02/04/1997 - 06/08/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 09/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Tannenbaum.
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