Michael Srulowitz, financial advisor San Antonio TX

Michael Srulowitz

CRD Number: 5497663
Current Firm: Teamwork Financial Advisors, LLC

Michael Srulowitz (CRD# 5497663) is an Investment Advisor Representative working at Teamwork Financial Advisors, LLC in San Antonio, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Teamwork Financial Advisors San Antonio, TX Aug 2019 - Current 4
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 8
First Command Financial Planning, Inc. Fort Worth, TX Jan 2008 - Current 16
First Command Financial Services, Inc. Fort Worth, TX Jan 2008 - Current 16
First Command Financial Services Fort Worth, TX Feb 2008 - Aug 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Michael S. Srulowitz
Phone Number: 210-687-1333
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    654
    MILLIONS
  • Total Number of Accounts
    4,115
    ACCOUNTS
  • Average Account Value
    $158,825
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, KS, LA, NE, NM, OK, TX, VA, WA

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