Michael PowsnerCRD 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.
Park Avenue Securities LLC
Lincoln Financial Advisors Corporation
American Portfolios Advisors, Inc.
|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|
Total Assets Under Management214MILLIONS
Total Number of Accounts199ACCOUNTS
Average Account Value$1,074,719
- 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)
CA, CT, MA, NC, NE, NY, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.