Michael B. Wachsler
Professional summary
Michael Brian Wachsler, who also goes by Brian Wachsler, is a registered financial advisor currently at VERTRIX WEALTH MANAGEMENT, LLC located in Houston, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Brian Wachsler's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2026 - Present
VERTRIX WEALTH MANAGEMENT, LLC
Office #1: One Riverway Suite 1700, Houston, TX 77056September 16, 2020 - January 21, 2026
GREYSTONE FINANCIAL GROUP, LLC
March 1, 2017 - August 6, 2020
POLARIS WEALTH ADVISORY GROUP
January 27, 2017 - March 17, 2017
SCOTTRADE INVESTMENT MANAGEMENT
January 26, 2017 - March 17, 2017
SCOTTRADE, INC.
August 26, 2014 - January 24, 2018
RJ CAPITAL, LLC
December 2, 2013 - July 28, 2014
MERCER GLOBAL ADVISORS INC.
January 22, 2008 - December 12, 2013
RJ CAPITAL, LLC
January 2, 2002 - February 29, 2008
CENTURY MANAGEMENT FINANCIAL ADVISORS
March 8, 1999 - May 17, 2001
CHARLES SCHWAB & CO., INC.
November 6, 1997 - January 14, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2026)
(1/16/2026)
Exams
Current Firm
VERTRIX WEALTH MANAGEMENT, LLC
CRD#: 339547 / SEC#: 801-134983
Contact information
SEC notice filing (3 States and Territories)
Red Flags
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