Michael Powsner, financial advisor Westport CT

Michael Powsner

CRD Number: 5237864
Current Firm: Upstart Wealth Management, LLC

Michael Powsner (CRD# 5237864) is an Investment Advisor Representative working at Upstart Wealth Management, LLC in Westport, CT and has over 10 years of experience in the finance industry. Michael Powsner 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.

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Professional Designations
Company Name Location Dates Years
Upstart Wealth Management, LLC San Francisco, CA Nov 2014 - Current 7
Michael Powsner, Cpa San Francisco, CA Jan 2017 - Oct 2018 1
Michael Powsner Cpa D/b/a Powsner & Thomas Cpa's San Francisco, CA Nov 2014 - Jan 2017 2
Gfa Securities, LLC New York, NY Nov 2013 - Nov 2014 1
Gerstein Fisher New York, NY Nov 2013 - Nov 2014 1
Miller, Allen, & Associates Wellesley, MA Jul 2013 - Oct 2013 < 1
Ameriprise Financial Services, Inc. Rye Brook, NY Nov 2011 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Michael A. Powsner
Phone Number: (415) 549-0646
Registered State(s):
  • CA
  • CT
  • NC
  • TX
Current Firm Details
Upstart Wealth Management, LLC
Firm's CRD Number: 173728
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States


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