Paul D. Michalowski
Professional summary
Paul David Michalowski is a registered financial advisor currently at BRENTON POINT WEALTH ADVISORS LLC located in New York, New York.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 3, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul David Michalowski's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2022 - Present
BRENTON POINT WEALTH ADVISORS LLC
Office #1: 900 Third Avenue, New York, NY 10022August 24, 2009 - March 8, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 18, 2009 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 27, 1999 - March 8, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 8, 1996 - January 20, 1999
MFS FUND DISTRIBUTORS, INC.
Primary Firm SEC Registration
BRENTON POINT WEALTH ADVISORS LLC
CRD#: 287603 / SEC#: 801-110114
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/28/2022)
(1/28/2022)
Exams
Current Firm
BRENTON POINT WEALTH ADVISORS LLC
CRD#: 287603 / SEC#: 801-110114
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 94 |
| AUM (Assets Under Management) | $ 27,679,488 |
Red Flags
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