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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

Michael Scott Garberich

Advisor at NESTIMATE

ST PETERSBURG, FL | Buda, TX

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Search this name across graphsid dfx:ria:1044e634-64fb-9ff1-e030-5309fb440736

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NESTIMATE
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: Feb 5, 2016
First registration: Feb 8, 2016
Dual registered: no
Other names: Michael S Garberich
IAPD individual key: 6587217

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Nestimate	State registered	Apr 22, 2026	n/a	yes	ST PETERSBURG, FL\|Buda, TX	Current employment
PRECISION FIDUCIARY PARTNERS, LLC	Institutional manager	Jul 27, 2021	Sep 22, 2025	no	AUSTIN, TX	Previous registration
MASTERPIECE CAPITAL, LLC	Independent wealth	Mar 8, 2021	Jun 25, 2021	no	AUSTIN, TX	Previous registration
PRECISION FIDUCIARY PARTNERS, LLC	Institutional manager	Sep 28, 2018	Feb 15, 2021	no	AUSTIN, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 8, 2016	Aug 28, 2018	no	CARLSBAD, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRECISION FIDUCIARY PARTNERS, LLC	Nestimate	Sep 22, 2025	Apr 22, 2026	212	Firm change	Other
MASTERPIECE CAPITAL, LLC	PRECISION FIDUCIARY PARTNERS, LLC	Jun 25, 2021	Jul 27, 2021	32	Firm change	Other
PRECISION FIDUCIARY PARTNERS, LLC	MASTERPIECE CAPITAL, LLC	Feb 15, 2021	Mar 8, 2021	21	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRECISION FIDUCIARY PARTNERS, LLC	Aug 28, 2018	Sep 28, 2018	31	Firm change	Other

Relationships

Registered with (4)

→ NESTIMATERegistered adviserregistration: current employment
Apr 22, 2026 to presentfactForm ADV
→ PRECISION FIDUCIARY PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 27, 2021 to Sep 22, 2025factForm ADV
→ MASTERPIECE CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 8, 2021 to Jun 25, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 8, 2016 to Aug 28, 2018factForm ADV

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
Michael Scott Garberich left Precision Fiduciary Partners, Llc for Nestimate (registered 2026-04-22)
Form ADVobserved 4 days ago