Michael J. Krushena

BOYD WATTERSON ASSET MANAGEMENT

Bloomfield, MI 48304

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CRD#: 2729974

Professional summary

Michael Joseph Krushena, who also goes by Michael Joseph Crumb, is a registered financial advisor currently at BOYD WATTERSON ASSET MANAGEMENT, LLC located in Bloomfield, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Joseph Crumb

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 Joseph Krushena'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

October 10, 2017 - Present

BOYD WATTERSON ASSET MANAGEMENT, LLC

Office #1: 121 W. Long Lake Suite 350, Bloomfield, MI 48304

RIA

CRD#: 107808

Bloomfield, MI

Past

May 23, 2000 - September 10, 2007

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

BIRMINGHAM, MI

Past

May 9, 1996 - April 27, 2000

BANC ONE CAPITAL MARKETS, INC.

CRD#: 23065

CHICAGO, IL

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".

BOYD WATTERSON ASSET MANAGEMENT, LLC

BOYD WATTERSON ASSET MANAGEMENT LLC | THE NEW ENGLAND GROUP OF BOYD WATTERSON ASSET MANAGEMENT, LLC | MERCANTILE INSTITUTIONAL SERVICES | BOYD WATTERSON REAL ESTATE ADVISORS | BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD#: 107808 / SEC#: 801-57468

RIA

Registered Investment Advisory firm - (4/13/2000 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

Michigan
(10/10/2017)

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: 6/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/3/1996

General Securities Representative Examination

Current Firm

BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD#: 107808 / SEC#: 801-57468

RIA

Registered Investment Advisory firm - (4/13/2000 Approved)

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Contact information

Main Address

1301 East 9th Street Suite 2900, Cleveland, OH 44114-3179

Mailing Address

Phone number

(216) 771-3450

Established

Firm type

Fiscal year end

# of Employees

124

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BWAM BROCHURE (MARCH 25, 2025) (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,070
AUM (Assets Under Management)	$ 18,260,525,004

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. Krushena

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BOYD WATTERSON ASSET MANAGEMENT, LLC

FUNDS DISTRIBUTOR, LLC

BANC ONE CAPITAL MARKETS, INC.

Primary Firm SEC Registration

BOYD WATTERSON ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/25/1996

Series 7

Date: 5/3/1996

Current Firm

BOYD WATTERSON ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYD WATTERSON ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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