Michael J. Sobitz

SOBITZ FINANCIAL GROUP

UNIONTOWN, OH 44685

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CRD#: 2007420

Professional summary

Michael J Sobitz, CFP® is a registered financial advisor currently at SOBITZ FINANCIAL GROUP, LLC located in Uniontown, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Sobitz's 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®

CFP^®

Certified Financial Planner

Start date: 1981

Experience

Current

September 4, 2025 - Present

SOBITZ FINANCIAL GROUP, LLC

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

RIA

CRD#: 337210

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

Florida
(12/11/2025)

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

SOBITZ FINANCIAL GROUP, LLC

CRD#: 337210 / SEC#:

Florida

Registered Investment Advisory firm - (12/11/2025 Approved)

Ohio

Registered Investment Advisory firm - (9/2/2025 Approved)

Texas

Registered Investment Advisory firm - (11/3/2025 Conditional Restricted)

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Contact information

Main Address

3500 Massillon Road, Suite 490, Uniontown, OH 44685

Mailing Address

Phone number

(330) 896-9575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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) - RIA

Click below to view Michael J Sobitz's CRS (Customer 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

SOBITZ FINANCIAL GROUP, LLC

Contact information

Documents

Red Flags

Company Information

SOBITZ FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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