Michael Markiewicz (CRD# 1191235) is an Investment Advisor Representative working at Protection Point Advisors in New York, NY and has over 27 years of experience in the finance industry. Michael Markiewicz has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5366446
Lavish Financial Planning
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Protection Point Advisors | Roseville, CA | May 2022 - Current | 2 |
| Feuer & Orlando LLP | New York, NY | Nov 2012 - Current | 11 |
| Pure Path Capital Management Company, LLC | Cheyenne, WY | Dec 2001 - Current | 22 |
| Markiewicz & Company | New York, NY | Jul 1998 - Jan 2021 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1997 |
- NY
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Total Assets Under Management548MILLIONS
-
Total Number of Accounts1,406ACCOUNTS
-
Average Account Value$389,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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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