Michael
Schupak
Astra Wealth Partners
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About this Advisor
Michael Schupak is a certified financial planner based in Jersey City, New Jersey with a total of 1 year of relevant experience. Schupak currently works for Astra Wealth Partners. Over the course of their career, they have held roles at Schupak Financial Advisors, LLC, Gilt Groupe Inc and Astra Wealth Partners LLC. Schupak maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in New Jersey, New York and Texas. Astra Wealth Partners is a financial advisory company that has its headquarters in Jersey City, NJ. The investment advisory business has just four people on staff. It controls $116 million in total assets among its 344 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 344 accounts, 29% are associated with high-net-worth clients who have more than $1 million in investable assets. Astra Wealth Partners performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which service is offered. Fees charged by Astra Wealth Partners can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Astra Wealth Partners Brokerage Details
$116,265,197
4
344
$337,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Schupak Work History
Michael has been registered as a financial advisor for 1 years.*
Astra Wealth Partners LLC
Schupak Financial Advisors, LLC
Gilt Groupe 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 Schupak 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 Astra Wealth Partners
Jersey City, NJ
Jersey City, NJ
Jersey City, NJ
Jersey City, NJ
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.
