Michael Shutowick (CRD# 2582454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coconut Creek, FL and has over 25 years of experience in the finance industry. Michael Shutowick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Mc Shutowick & Associates Inc. | Coconut Creek, FL | Jan 2011 - Current | 13 |
| Shutowick Wealth Management | Coconut Creek, FL | Nov 2006 - Current | 17 |
| Summit Financial Group Inc. | Coral Springs, FL | Jul 2009 - May 2021 | 11 |
| Summit Brokerage Services Inc. | Coral Springs, FL | Mar 2009 - Sep 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
- FL
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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