Eric
Michalski

Woodbury Financial Services, Inc

CRD#4117888
Investment Advisor
in Atlanta, GA
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About this Advisor

Eric Michalski is a certified financial planner operating in Atlanta, Georgia, who has been in the industry for 11 years. Michalski is an advisor for Woodbury Financial Services, Inc. Over the course of their career, Michalski has held roles at Td Ameritrade, Nationwide, Woodbury Financial Services, Inc and Jon Baker Financial Group. Michalski holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Georgia and Texas. Woodbury Financial Services, Inc is a financial advisory business that has its headquarters in Atlanta, Georgia. It has offices in 590 locations and a total of 1,945 financial advisors. It has $7 billion in total assets across its 36,076 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 74 charities and foundations. Of its 36,076 accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. Woodbury Financial Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on the services offered. However, fees charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1050 Crown Ponte Parkway Suite 1590
Atlanta, GA 30338

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

GA Average: $5,289,111,388
Total Number of Employees

1,925

GA Average: 157
Total Number of Accounts

45,748

GA Average: 8,262
Average Account Size

$166,823

GA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Eric Michalski Work History

Eric has 11 years of experience.

2011 - Present (8 years)

Woodbury Financial Services, Inc

2011 - Present (8 years)

Jon Baker Financial Group

2009 - 2011 (2 years)

Nationwide

2007 - 2009 (2 years)

Td Ameritrade

Disclosures

Eric Michalski has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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