Michelle Zlotnik, financial advisor New York NY
90 score

Michelle Zlotnik

CRD Number: 6338604
Current Firm: Convergent Wealth Advisors, LLC

Michelle Zlotnik (CRD# 6338604) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Convergent Wealth Advisors, LLC Potomac, MD May 2014 - Current 3
Unemployed Toronto, Aug 2013 - May 2014 < 1
Pioneer International Services Herzliya, Feb 2011 - Aug 2013 2
Dotan Cohen Law Offices Ramat Gan, Jun 2010 - Feb 2011 < 1
Unemployed Kiryat Atta, Aug 2009 - Jun 2010 < 1
Scotiabank Toronto, Feb 2008 - Aug 2009 1
Montana's Cookhouse Toronto, Jan 2005 - Aug 2009 4
Ryerson University Toronto, Sep 2005 - Apr 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Michelle F. Zlotnik
Phone Number: 310-888-6460
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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