MD
MD

Max Howard Deifik

18 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
415 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Max's spouse owns and operates Reveles Travel, LLC, a travel agent business, and Max is listed as an officer. He has no day-to-day involvement and devotes minimal time to the business, acting as a secondary authorized signer.

Employment History
Current Registrations
Private Capital Management
March 2018 - Present · 7 yrs 11 mos
Carnes Capital CorporationBroker
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2008 - March 2018 · 10 yrs 2 mos
Ameriprise Financial Services, INC.Broker
January 2008 - March 2018 · 10 yrs 2 mos
Ameriprise Financial Services, INC.
October 2007 - December 2007 · 2 mos
Ameriprise Financial Services, INC.Broker
September 2007 - December 2007 · 3 mos
State Registrations13 states
AZCACOFLILLAMAMONHOHSDTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Max Howard Deifik - Financial Advisor | TrueAdvisor