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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

MICHAEL ALAN EDBERG

Advisor at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Bethesda, MD | WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:94899419-e18d-f237-35b1-28fc35ae66a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2013 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: MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 14, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jan 14, 2013
Dual registered: no
Other names: MICHAEL A EDBERG
IAPD individual key: 4531892

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
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC	Institutional manager	Sep 5, 2017	n/a	yes	Bethesda, MD\|WINSTON SALEM, NC	Current employment
PEAKSTONE FINANCIAL ADVISORS	Independent wealth	Jul 2, 2015	Sep 15, 2017	no	CHEVY CHASE, MD	Previous registration
J.M. EDBERG INVESTMENT MANAGEMENT LLC	n/a	Jan 14, 2013	Dec 31, 2015	no	BETHESDA, MD	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
PEAKSTONE FINANCIAL ADVISORS	MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC	Sep 15, 2017	Sep 5, 2017	-10	Firm change	Other
J.M. EDBERG INVESTMENT MANAGEMENT LLC	PEAKSTONE FINANCIAL ADVISORS	Dec 31, 2015	Jul 2, 2015	-182	Firm change after gap	Other

Relationships

Registered with (3)

→ MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Sep 5, 2017 to presentfactForm ADV
→ PEAKSTONE FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jul 2, 2015 to Sep 15, 2017factForm ADV
→ J.M. EDBERG INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 14, 2013 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94899419-e18d-f237-35b1-28fc35ae66a2
First observed: Jan 14, 2013
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL ALAN EDBERG

Advisor at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Bethesda, MD | WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:94899419-e18d-f237-35b1-28fc35ae66a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Institutional manager

Sep 5, 2017

n/a

yes

Bethesda, MD|WINSTON SALEM, NC

Current employment

PEAKSTONE FINANCIAL ADVISORS

Independent wealth

Jul 2, 2015

Sep 15, 2017

CHEVY CHASE, MD

Previous registration

J.M. EDBERG INVESTMENT MANAGEMENT LLC

n/a

Jan 14, 2013

Dec 31, 2015

BETHESDA, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PEAKSTONE FINANCIAL ADVISORS

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Sep 15, 2017

Sep 5, 2017

-10

Firm change

Other

J.M. EDBERG INVESTMENT MANAGEMENT LLC

PEAKSTONE FINANCIAL ADVISORS

Dec 31, 2015

Jul 2, 2015

-182

Firm change after gap

Other