Michael Markiewicz

PROTECTION POINT ADVISORS

New York, NY 10011

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CRD#: 1191235

Professional summary

Michael Markiewicz is a registered financial advisor currently at PROTECTION POINT ADVISORS located in New York, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

11/2021- Feuer & Orlando LLP; Partner, NY, NY; CPA & CFP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Markiewicz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 13, 2022 - Present

PROTECTION POINT ADVISORS

Office #1: 2 Wall St 10th Fl, New York, NY, 10011

RIA

CRD#: 291805

New York, NY

Past

March 9, 2000 - March 28, 2000

KERN, SUSLOW SECURITIES, INC.

CRD#: 24755

NEW YORK, NY

Past

July 22, 1997 - July 14, 1998

CHRISTOPHER STREET FINANCIAL, INC.

CRD#: 10250

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROTECTION POINT ADVISORS

EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA

Registered Investment Advisory firm - (8/27/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(5/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/11/1997

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1997

General Securities Representative Examination

Current Firm

PROTECTION POINT ADVISORS

EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA

Registered Investment Advisory firm - (8/27/2018 Approved)

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Contact information

Main Address

3200 Douglas Blvd Ste. 305, Roseville, CA 95661

Mailing Address

Phone number

(916) 367-4540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-EWG ELEVATE INC. - MARCH 2025 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,620
AUM (Assets Under Management)	$ 578,353,657

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael Markiewicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Markiewicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROTECTION POINT ADVISORS

KERN, SUSLOW SECURITIES, INC.

CHRISTOPHER STREET FINANCIAL, INC.

Primary Firm SEC Registration

PROTECTION POINT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/11/1997

Series 7

Date: 7/21/1997

Current Firm

PROTECTION POINT ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROTECTION POINT ADVISORS

TRUST BUT VERIFY

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