Michael Wayasamin (CRD# 4516519) is an Investment Advisor Representative working at Exencial Wealth Advisors in Brooklyn, NY and has over 20 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Exencial Wealth Advisors | Oklahoma City, OK | Jan 2021 - Current | 3 |
| Td Ameritrade | Jersey City, NJ | Jul 2018 - Jan 2021 | 2 |
| Cetera Investment Advisers LLC | New York, NY | Dec 2017 - Jul 2018 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Dec 2017 - Jul 2018 | < 1 |
| Invest Financial Corp | Tampa, FL | Oct 2017 - Dec 2017 | < 1 |
| Investors Bank | New York, NY | Oct 2017 - Oct 2017 | < 1 |
| Fidelity Brokerage Services | New York, NY | Nov 2007 - Oct 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- CA
- CO
- CT
- DC
- FL
- MI
- NJ
- NY
- NC
- OH
- OK
- PA
- TX
- VA
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Total Assets Under Management5,016MILLIONS
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Total Number of Accounts10,586ACCOUNTS
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Average Account Value$473,804
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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