Michael
Solerwitz

Old Slip Registered Investment Advisors, LLC

CRD#7062865
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Solerwitz is a financial advisor operating in New York, New York. Solerwitz is currently employed by Old Slip Registered Investment Advisors, LLC. During their career, Solerwitz has held roles at Mit National Land Services, Americord Registry and Old Slip Registered Investment Advisors, LLC. Solerwitz is registered to advise clients in Texas. Old Slip Registered Investment Advisors, LLC is a financial advisory firm based in New York, NY. It manages $665 million in assets across its 28 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 28 client accounts, just 10% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a few services, such as financial planning services and pension consulting services. Financial management fees usually are based on which services the firm provides the client. Fee types charged by Old Slip Registered Investment Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.

Years Registered*

less than 1 year

Services Offered

Financial planning services, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

40 Wall Street Floor 28
New York, NY 10005

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Old Slip Registered Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$665,000,000

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

28

NY Average: 3,892
Average Account Size

$23,750,000

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Pension consulting services

Michael Solerwitz Work History

Michael has been registered as a financial advisor for 0 years.*

2019 - Present (5 years)

Old Slip Registered Investment Advisors, LLC

2015 - 2019 (4 years)

Americord Registry

2012 - 2015 (3 years)

Mit National Land Services

*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 Solerwitz 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 Old Slip Registered Investment Advisors, LLC

Michael Solerwitz
New York, NY
James Lukezic
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started