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Michael John Herlevi

Investment Adviser Representative at TCFG INVESTMENT ADVISORS, LLC

Oak Harbor, WACRD #6918843Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
4 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael John Herlevi has worked in the securities industry since 2018. They are registered to provide investment advisory services in California, Colorado, Georgia, and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
CaliforniaColoradoGeorgiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/10/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/19/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $249,9992.00%
$250,000 to $499,9991.75%
$500,000 to $1,000,0001.50%
$1,000,000 and up1.00%
Source

TCFG Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TCFG INVESTMENT ADVISORS, LLCCurrent
12/1/2021Oak Harbor, WA
TCFG WEALTH MANAGEMENT, LLCCurrent
11/30/2021Oak Harbor, WA
EDWARD JONES
5/11/201811/9/2021Aptos, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael John Herlevi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Michael John Herlevi - Financial Advisor in Oak Harbor, WA | AdvisorFinder