Michael
Wayasamin
Exencial Wealth Advisors
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About this Advisor
Michael Wayasamin is a financial advisor based in Brooklyn, New York, working with Exencial Wealth Advisors. Michael has previously held positions at Fidelity Brokerage Services, Invest Financial Corp, Investors Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Exencial Wealth Advisors, and Td Ameritrade. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Colorado, Connecticut, District of Columbia, Florida, Michigan, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, and Virginia. Currently, Michael is part of Exencial Wealth Advisors, which operates out of Brooklyn, New York. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michael Wayasamin Work History
Exencial Wealth Advisors
Td Ameritrade
Invest Financial Corp
Investors Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Fidelity Brokerage Services
Disclosures
Please visit the SEC profile of Michael Wayasamin 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 Exencial Wealth Advisors
Oklahoma City, OK
Oklahoma City, OK
Old Lyme, CT
Dallas, TX
Plano, TX
Oklahoma City, OK
Huntersville, NC
Orange, CT
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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