Michelle
Petrowski

Origin Financial

CRD#5837917
Investment Advisor
in Boston, MA

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About this Advisor

Michelle Petrowski is a certified financial planner working in Boston, Massachusetts, with a total of 1 year of relevant experience. Petrowski is currently employed by Origin Financial. Their career trajectory has included roles at Charles Schwab Private Client Investment Advisory, Inc, New Direction Financial Strategies, LLC, Michelle Petrowski Sole Proprietor, Zeiders Enterprises, Being In Abundance, LLC, Sensible Money and Origin Financial. Petrowski holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Origin Financial is a financial advisory firm that has its headquarters in Boston, MA. It administers $478 thousand in total assets between its 23 accounts, making it one of the smaller investment advisory firms in the nation by assets under management. The advisory firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types billed by Origin Financial likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

177 Huntington Ave Ste 1703 Pmb 50966
Boston, MA 02115-3153

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

MA Average: $16,012,751,954
Total Number of Employees

219

MA Average: 118
Total Number of Accounts

23

MA Average: 4,567
Average Account Size

$20,783

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michelle Petrowski Work History

Michelle has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Being In Abundance, LLC

2021 - Present (3 years)

Origin Financial

2014 - Present (10 years)

New Direction Financial Strategies, LLC

2014 - Present (10 years)

Michelle Petrowski Sole Proprietor

2016 - 2021 (5 years)

Zeiders Enterprises

2015 - 2016 (1 year)

Sensible Money

2013 - 2014 (1 year)

Charles Schwab Private Client Investment Advisory, 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 Michelle Petrowski 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 Origin Financial

Michael Hakimi
Boston, MA
David Barta
Grovetown, GA
Susan Gardiner
Saunderstown, RI
Matthew Shapiro
Culver City, CA
Jodie Williams
Boston, MA
Derek Cheshire
Boston, MA
Michelle Petrowski
Boston, MA
David Blaylock
Fort Worth, TX

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.

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