Role at Canterbury Consulting
- Title on Schedule A
- Chairman
- Control
- Michael Laven is a control person of Canterbury Consulting.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- Michael Laven has held the filed role since January 2026.
The firm
Form ADV filed 4 May 2026
Career on record
Michael Laven has been registered through Canterbury Consulting since March 2000.
- Passed Series 24 · 2001
- – present · 27 yearsNewport Beach, CA · Adviser representative · Firm CRD 22875
- Passed Series 7 and Series 63 · 1987
Registrations and exams
Michael Laven has a current investment-adviser registration in Arizona, California and Washington and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Arizona | Investment adviser representative | Approved | 4 November 2009 |
| California | Investment adviser representative | Approved | 2 March 2000 |
| Washington | Investment adviser representative | Approved | 16 October 2009 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 1987 |
| Series 24 | General Securities Principal Examination | 17 September 2001 |
| Series 7 | General Securities Representative Examination | 25 April 1987 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Michael Scott Laven
- CRD
- 1497898
- Registration status
- Investment adviser registration
- Office
- 610 NEWPORT CENTER DRIVE, SUITE 500, Newport Beach, CA 92660-6404
- Firm bio
- canterburyconsulting.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Canterbury identifies Michael Laven as board chair, shareholder and investment consultant. Canterbury Consulting official team page
Education
- He earned a BA from Princeton University.Canterbury Consulting official team page
Credentials and memberships
- The firm biography identifies him as a CFA charterholder.Canterbury Consulting official team page
Common questions
Where does Michael Laven work?
Michael Laven has been Chairman of Canterbury Consulting Incorporated since January 2026, and is a control person of the firm.
Is Michael Laven a financial advisor?
Yes. Michael Laven has a current investment-adviser registration in Arizona, California and Washington, through Canterbury Consulting since March 2000, as of 17 October 2026.
How many years of experience does Michael Laven have?
Michael Laven has worked in the financial industry for 26 years as of 17 October 2026, counted from 1 March 2000, across 1 adviser firm.
What exams has Michael Laven passed?
Michael Laven has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in April 1987.
Where is Michael Laven based?
Michael Laven’s registered office is in Newport Beach, CA.
Leadership at Canterbury Consulting
Jason LeveyChief Executive Officer
Debashis ChowdhuryPresident
Poorvi ParekhChief Compliance Officer (cco)
Donald CluckFounding Director
Jerry Dale III MontgomeryManaging Director
Nolan WoodManaging Director