Advisor at Middle Coast Investing LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Middle Coast Investing LLC
Location
Ludington, MI
Credentials
Series 65
Industry experience
2 years
Daniel Shvartsman is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Investing.com and Shortman Studios, as well as eight years contributing to Seeking Alpha. Middle Coast Investing LLC manages approximately $12.1 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management. The firm employs both passive, index-based ETF strategies and actively managed stock portfolios, incorporating inverse and leveraged funds as part of its investment approach.
Maximum annual management fee of 1.00%; fee is negotiable and may be lower based on assets managed and other factors.
Account minimum: $50,000 recommended minimum account size for actively managed portfolios; however, no required minimum account size. Minimum fee: Minimum annual fee of $100 per account.
Ludington, MI
Michigan · New York
Investing.com
2021 - 2023 (2 years)
Shortman Studios
2020 - 2021 (1 year)
Middle Coast Investing, LLC
2020 - Present (6 years)
Seeking Alpha
2012 - 2020 (8 years)
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Series 63
Ludington, MI
Plaisier Financial Group LLC
Series 65
Ludington, MI
Middle Coast Investing LLC
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 63, Series 65
Ludington, MI
Harborfront Financial Group
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 66
Ludington, MI
Harborfront Financial Group
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