Michael Woloshin, financial advisor Medford NJ

Michael Woloshin

CRD Number: 732640
Current Firm: Woloshin Investment Management, LLC

Michael Woloshin (CRD# 732640) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 39 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Woloshin Investment Management, LLC Medford, NJ Apr 2004 - Current 17
Summit Brokerage Services Inc. Medford, NJ Sep 2015 - Apr 2016 < 1
J.p. Turner & Company, LLC Medford, NJ Apr 2004 - Oct 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
S65 NASAA Investment Advisors Law Examination Dec 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Woloshin
Phone Number: 609-654-9700
Registered State(s):
  • CA
  • FL
  • GA
  • NJ
  • PA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $157,556
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, FL, GA, MA, NJ, PA, TX, VA

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