Michael MarkiewiczCRD Number: 1191235
Current Firm: Protection Point Advisors
Michael Markiewicz (CRD# 1191235) is an Investment Advisor Representative working at Protection Point Advisors in New York, NY and has over 26 years of experience in the finance industry. Michael Markiewicz 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Protection Point Advisors||Roseville, CA||May 2022 - Current||1|
|Feuer & Orlando LLP||New York, NY||Nov 2012 - Current||11|
|Pure Path Capital Management Company, LLC||Cheyenne, WY||Dec 2001 - Current||21|
|Markiewicz & Company||New York, NY||Jul 1998 - Jan 2021||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 1997|
Total Assets Under Management465MILLIONS
Total Number of Accounts1,378ACCOUNTS
Average Account Value$337,281
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MA, NY, OR, PA, TX, UT, VA
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