Michael David Woytowich | Financial Professional | Kulpmont, Pennsylvania

Professional summary

Michael David Woytowich is a registered financial advisor currently at STONEX ADVISORS INC. located in Kulpmont, Pennsylvania and STONEX SECURITIES INC. located in Kulpmont, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

1. FAMILY ESTATE; NOT INVESTMENT RELATED; TRUSTEE; 07/26/2013; 1 HOUR PER MONTH; 0 DURING SEC TRADING HOURS; CHECK WRITING FROM BANK ACCOUNT TO PAY LIFE INSURANCE PREMIUMS. I RECEIVE NO COMPENSATION. 2. Woytowich Wisloski Investment Group, Inc 513 Chestnut Street Kulpmont, PA 17834 Nature of Business: Sell EIA's, health insurance, life insurance, disability insurance and fixed annuities. Investment Related: YES Title: Representative Start Date: 03/01/2016 Duties: Sell EIA's, health insurance, disability insurance, fixed annuities and disability insurance. Approximate Hours Devoted to Business: 15 per month Approximate Hours Devoted to Business during Market Hours: 15 per month 3) Southern Columbia School District Basketball Coach 800 Southern Drive Catawissa, PA 17820 Nature of Business: Devotes approximately 24 hours per month during basketball season to coach boys varsity. Investment Related: Non-Investment Related Title: Head Boys Basketball Coach Start Date: 06/17/2020 Duties: Coach boys basketball Hours Devoted to Business: 24 per month during season Hours Devoted to Business during Market Hours: None

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Woytowich'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

June 16, 2020 - Present

STONEX ADVISORS INC.

Office #1: 513 Chestnut Street, Kulpmont, PA 17834

RIA

CRD#: 174182

Kulpmont, PA

Current

July 28, 2011 - Present

STONEX SECURITIES INC.

Office #1: Woytowich Wisloski Investment Group, Inc. 513 Chestnut Street, Kulpmont, PA 17834

BD

CRD#: 18456

Kulpmont, PA

Past

December 1, 2006 - August 24, 2011

QUESTAR CAPITAL CORPORATION

BD

CRD#: 43100

SHAMOKIN, PA

Past

October 19, 2005 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD

CRD#: 40875

SHAMOKIN, PA

Past

August 24, 2004 - October 18, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD

CRD#: 6694

ST. PETERSBURG, FL

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".

SA

STONEX ADVISORS INC.

CRD#: 174182 / SEC#: 801-80747

RIA

Registered Investment Advisory firm - (12/17/2014 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

California
(8/2/2022)

RR

Florida
(7/28/2011)

RR

Illinois
(7/28/2011)

RR

Maryland
(10/18/2012)

RR

Massachusetts
(1/8/2019)

RR

Michigan
(1/31/2017)

RR

New Jersey
(7/28/2011)

RR

New York
(7/28/2011)

RR

North Carolina
(9/15/2025)

RR

Ohio
(11/20/2024)

RR

Pennsylvania
(7/28/2011)

IAR

Pennsylvania
(6/16/2020)

RR

Tennessee
(12/22/2021)

RR

Texas
(10/7/2020)

RR

Virginia
(8/19/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 6/13/2020

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 1/28/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 8/23/2004

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

SA

STONEX ADVISORS INC.

CRD#: 174182 / SEC#: 801-80747

RIA

Registered Investment Advisory firm - (12/17/2014 Approved)

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Contact information

Main Address

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243

Mailing Address

Phone number

(800) 292-2411

Established

Firm type

Fiscal year end

# of Employees

233

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAI ADV2A 072825 (7/29/2025)

Regulatory assets under management

Total Number of Accounts	14,988
AUM (Assets Under Management)	$ 4,515,278,523

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/27/2025	Cover Page	Report
02/27/2024	Cover Page	Report
01/20/2023	Cover Page	Report

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 D. Woytowich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Woytowich's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX SECURITIES INC.

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STONEX ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2020

Series 63

Date: 1/28/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2004

FINRA

Current Firm

STONEX ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STONEX ADVISORS INC.

TRUST BUT VERIFY

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