Michael J. Sobitz

UNIONTOWN, OH 44685

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CRD#: 2007420

Professional summary

Michael J Sobitz, CFP® was a registered financial advisor .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 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.

MICHAEL J SOBITZ CPA POSITION: Self Employed as a Sole Proprietor NATURE: Tax return preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1979 ADDRESS: 3500 Massillon Rd, Suite 490, Uniontown OH 44685, United States DESCRIPTION: Preparation of individual tax returns SOBITZ FINANCIAL GROUP LLC POSITION: Owner and Agent NATURE: Insurance, LIfe, Health, P&C INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1979 ADDRESS: 3500 Massillon Rd, Suite 490, Uniontown OH 44685, United States DESCRIPTION: Advise clients regarding their insurance needs. SOBITZ & COMPANY, INC. POSITION: Owner NATURE: Tax & Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 3500 Massilon Road, Uniontown OH 44658, United States DESCRIPTION: Use thiscorporation for paying out payroll, maintenance, expenses, etc. through this company.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1981

Experience

Current

September 4, 2025 - Present

Office #1: 3500 Massillon Road, Suite 490, Uniontown, OH 44685

UNIONTOWN, OH

Past

June 5, 2012 - September 3, 2025

CAPITAL ANALYSTS

RIA

CRD#: 162200

UNIONTOWN, OH

Past

June 1, 2012 - September 3, 2025

LINCOLN INVESTMENT

RIA

CRD#: 519

UNIONTOWN, OH

Past

June 1, 2012 - September 3, 2025

LINCOLN INVESTMENT

CRD#: 519

UNIONTOWN, OH

Past

November 10, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

UNIONTOWN, OH

Past

January 10, 1994 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

UNIONTOWN, OH

Past

March 9, 1992 - January 10, 1994

XTENT FINANCIAL GROUP, INC.

CRD#: 7854

AKRON, OH

Past

November 21, 1989 - November 1, 1991

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

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

Ohio
(9/4/2025)

IAR

Texas
(11/5/2025)

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

Series 63

Date: 2/29/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/15/1998

General Securities Principal Examination

Current firm

No current employment

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 J. Sobitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

XTENT FINANCIAL GROUP, INC.

VESTAX SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 2/29/1996

SIE

Date: 10/1/2018

Series 7

Date: 11/18/1989

Series 24

Date: 8/15/1998

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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