Michael
Powsner
Upstart Wealth Management, LLC
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About this Advisor
Michael Powsner is a financial advisor based in New York, New York, working with Upstart Wealth Management, LLC. Michael has previously held positions at Gfa Securities, LLC, Gerstein Fisher, Upstart Wealth Management, LLC, Michael Powsner Cpa D/B/A Powsner & Thomas Cpa'S, and Michael Powsner, Cpa. Michael has passed the Series 66 regulatory exam and is registered to provide services in California, Massachusetts, New York, North Carolina, and Texas. Currently, Michael is part of Upstart Wealth Management, LLC, which operates out of New York, New York. The firm has 4 offices and 4 employees. The firm manages assets totaling $248.0 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 Upstart Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Upstart Wealth Management, LLC Brokerage Details
$247,961,661
4
206
$1,203,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Powsner Work History
Upstart Wealth Management, LLC
Michael Powsner, Cpa
Michael Powsner Cpa D/B/A Powsner & Thomas Cpa'S
Gfa Securities, LLC
Gerstein Fisher
Disclosures
Please visit the SEC profile of Michael Powsner 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 Upstart Wealth Management, LLC
New York, NY
New York, NY
New York, NY
New York, NY
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