Michael Barczak, financial advisor Boston MA
89 score

Michael Barczak

CRD Number: 5928696
Current Firm: Wells Fargo Advisors Financial Network, LLC

Michael Barczak (CRD# 5928696) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Boston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Boston, MA Apr 2014 - Current 2
Guardian Life Insurance Co Of America Needham, MA Jun 2012 - Apr 2014 1
Park Avenue Securities Needham, MA Jun 2013 - Jan 2014 < 1
Denison University Granville, OH Jan 2011 - May 2012 1
Denison University Granville, OH Aug 2008 - May 2012 3
Edward Jones Crosby, TX May 2011 - Aug 2011 < 1
Woodside Athletic Club Beverly Hills, MI May 2010 - Aug 2010 < 1
Forest Hills Swim Club Birmingham, MI May 2007 - Aug 2010 3
Goldfish Swim School Birmingham, MI Jun 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Michael J. Barczak
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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