Michael Orszulak, financial advisor Chicopee MA

Michael Orszulak

CRD Number: 6698591
Current Firm: Raymond James Financial Services Advisors, Inc.

Michael Orszulak (CRD# 6698591) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chicopee, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Peoples Bank Chicopee, MA Mar 2020 - Current 1
Raymond James Financial Services Advisors, Inc. Chicopee, MA Mar 2020 - Current 1
Raymond James Financial Services, Inc. Chicopee, MA Mar 2020 - Current 1
United Bank Vernon, MA Oct 2016 - Mar 2020 3
Infinex Investments, Inc. Vernon, CT Oct 2016 - Mar 2020 3
Macys Logistics And Operations South Windsor, CT Oct 2015 - Oct 2016 1
The Home Depot Windham, CT Mar 2010 - Oct 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Michael J. Orszulak
Phone Number: 727-567-3020
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, MA, 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, WY

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