Securities America Advisors, Inc

Investment Advisor
in Jericho, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Paul Michaluk is a financial advisor who works in Jericho, New York, who has been in the financial industry for 10 years. Michaluk is an employee of Securities America Advisors, Inc. Michaluk has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Securities America Advisors and Securities America Inc. Michaluk holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Securities America Advisors, Inc is an advisory business headquartered in Jericho, New York. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It administers $29 billion in total assets across its 184,356 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 20 charities and foundations. Of its 184,356 customer accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets. Securities America Advisors, Inc performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which service is provided. However, fee types charged by Securities America Advisors, Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

500 N Broadway Ste 251
Jericho, NY 11753

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.

Securities America Advisors, Inc Brokerage Details

Total Assets Under Management


NY Average: $1,978,216,465
Total Number of Employees


NY Average: 226
Total Number of Accounts


NY Average: 7,467
Average Account Size


NY Average: $264,928

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

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

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Michaluk Work History

Paul has 10 years of experience.

2016 - Present (6 years)

Securities America Advisors

2016 - Present (6 years)

Securities America Inc

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2010 - 2016 (6 years)

Morgan Stanley Smith Barney


Paul Michaluk has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Erika Bylund
Arroyo Grande, CA
Eric Mcginley
Vienna, VA
Timothy Gish
Scottsdale, AZ
Jeremiah Cedillo
El Paso, TX
Tyler Dempster
Costa Mesa, CA
Christopher Middleton
Orangevale, CA
Brady Mullen
Littleton, CO
Daniel Hill
Sheboygan, WI

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 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