Michael
Powsner
Upstart Wealth Management, LLC
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About this Advisor
Michael Powsner is a certified financial planner and personal financial specialist who works out of Westport, Connecticut, who has 8 years of industry experience. Powsner is an employee of Upstart Wealth Management, LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Miller, Allen, & Associates, Gfa Securities, LLC, Gerstein Fisher, Upstart Wealth Management, LLC, Michael Powsner Cpa D/B/A Powsner & Thomas Cpa'S and Michael Powsner, Cpa. Powsner has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Connecticut, North Carolina and Texas. Upstart Wealth Management, LLC is an advisory company operating in Westport, Connecticut. The investment advisory business has offices in five locations and just five financial advisors. It administers $183 million in assets between its 203 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 203 accounts, 60% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely vary depending on the type of financial services provided. However, fees charged by Upstart Wealth Management, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Upstart Wealth Management, LLC Brokerage Details
$182,465,506
5
203
$898,845
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Powsner Work History
Michael has been registered as a financial advisor for 8 years.*
Upstart Wealth Management, LLC
Michael Powsner, Cpa
Michael Powsner Cpa D/B/A Powsner & Thomas Cpa'S
Miller, Allen, & Associates
Gfa Securities, LLC
Gerstein Fisher
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Powsner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Upstart Wealth Management, LLC
Westport, CT
Westport, CT
San Diego, CA
Westport, CT
Westport, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
