AUMdb
MB

Michael Berger

CRD 2708511

Firms

FirmRoleAs of
Optas, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Optas, Llc
    Chief Compliance Officer · Less than 5% · Nov 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗