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David Anthony Salvati
M1 Capital Management LLC
4 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Business Owners
High Net Worth
M1 Capital Management LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
371 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$406.0M
Fee Structure
Minimum Investment:
$100K
Investment Management
Planning
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Location
7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
March 2021
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
M1 Capital Management LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2019 - April 2021 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
October 2019 - April 2021 · 1 yr 6 mos
State Registrations
1 state
MI
Advisor
Exams
No exam information available for this advisor.