MW
Michael Warszawski
CWM PARTNERS
New York, NY
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CRD#: 4594103
MW
Professional summary
Michael Warszawski is a registered financial advisor currently at CWM PARTNERS, LLC located in New York, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 3 firms and has passed the Series 63, 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 Warszawski is a Group Chair of TIGER 21, LLC. TIGER 21 is a premier membership network for high-net-worth individuals helping them to navigate the challenges and opportunities that success creates. The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Central to this are TIGER 21 Group Meetings, with 12-15 Members meeting once per month led by a Chair who is an accomplished professional and experienced facilitator. TIGER 21 leads with a unique approach to wealth preservation that focuses on leveraging collective wisdom and engaging Members in an extraordinary community to enhance their personal and professional lives. His responsibilities are to facilitate three meetings every month except August. Location: 1995 Broadway New York NY 10024. Start date: 04/01/2020. 30 hours per month are devoted to this activity during trading hours. 10 hours per month are devoted to this activity outside of trading hours. Advisory Board Member; First National Realty Partners; Is the business investment related: Yes; Location of the business: 151 Bodman Place, Suite 201 Red Bank New Jersey 07701 United States; Responsibilities Duties: Michael Warszawski serves as an Advisory Board Member of First National Realty Partners (FNRP). As a Member of the Advisory Board, Michael advises on the development and implementation of strategic and operating plans, supporting the development, direction and overall growth of FNRP.; Start date with business: 2024-03-10; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Warszawski'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®
NoneExperience
Current
May 10, 2021 - Present
CWM PARTNERS, LLC
RIA
CRD#: 299857
New York, NY
Past
September 29, 2014 - November 16, 2018
MANCHESTER CAPITAL MANAGEMENT LLC
RIA
CRD#: 110003
NEW YORK, NY
Past
November 1, 2002 - July 26, 2006
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
NEW YORK, NY
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".
CP
CWM PARTNERS, LLC
CWM PARTNERS, LLC
CRD#: 299857 / SEC#: 801-114490
RIA
Registered Investment Advisory firm - (1/28/2019 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
New York(5/10/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CP
CWM PARTNERS, LLC
CWM PARTNERS, LLC
CRD#: 299857 / SEC#: 801-114490
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New York, NY
Mailing Address
Phone number
(646) 546-5275
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 56,395,062 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2024 |
Red Flags
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