Michael
Markiewicz
Protection Point Advisors
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About this Advisor
Michael Markiewicz is a certified financial planner working in New York, New York who has 1 year of relevant experience. Markiewicz is on the advisory team at Protection Point Advisors. Their career trajectory has included roles at Feuer & Orlando Llp, Pure Path Capital Management Company, LLC, Protection Point Advisors and Markiewicz & Company. Markiewicz has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Protection Point Advisors is a firm headquartered in Roseville, CA. The investment advisory business has offices in two locations and a total of 27 financial advisors. It manages $465 million in assets across its 1,378 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,378 accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets. Protection Point Advisors provides 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 vary depending on the financial services offered. Fees billed by Protection Point Advisors most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Protection Point Advisors Brokerage Details
$464,772,728
27
1,378
$337,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Markiewicz Work History
Michael has been registered as a financial advisor for 1 years.*
Protection Point Advisors
Feuer & Orlando Llp
Pure Path Capital Management Company, LLC
Markiewicz & Company
*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 Markiewicz 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 Protection Point Advisors
Roseville, CA
Roseville, CA
Winchester, VA
Roseville, CA
Roseville, CA
Roseville, CA
Culver City, CA
Roseville, CA
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.
