Michael
Markiewicz

Protection Point Advisors

CRD#1191235
Investment Advisor
in New York, NY

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About this Advisor

Michael Markiewicz is a financial advisor based in New York, New York, working with Protection Point Advisors. Michael has previously held positions at Feuer & Orlando Llp, Pure Path Capital Management Company, LLC, Protection Point Advisors, and Markiewicz & Company. Michael has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Michael is part of Protection Point Advisors, which operates out of New York, New York. The firm has 1 office and 27 employees. The firm manages assets totaling $548.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Protection Point Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2 Wall St, 10Th Fl
New York, NY 10011

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Protection Point Advisors Brokerage Details

Total Assets Under Management

$548,304,123

NY Average: $7,578,581,321
Total Number of Employees

27

NY Average: 43
Total Number of Accounts

1,406

NY Average: 3,727
Average Account Size

$389,974

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Markiewicz Work History

2022 - Present (2 years)

Protection Point Advisors

2012 - Present (12 years)

Feuer & Orlando Llp

2001 - Present (23 years)

Pure Path Capital Management Company, LLC

1998 - 2021 (23 years)

Markiewicz & Company

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

Cheryl Blakey
Roseville, CA
Nathan Salimi
Roseville, CA
Mark Wyhlidko
Roseville, CA
Michael Clark
Roseville, CA
Danny Corral
Whittier, CA
Ari Sommer
Winchester, VA
Stephen Holmes
Roseville, CA
George Thornock
Roseville, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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