Michael P. Wolson

COLTER LEWIS INVESTMENT PARTNERS

GREENWICH, CT 06830

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CRD#: 5764357

Professional summary

Michael Philip Wolson is a registered financial advisor currently at COLTER LEWIS INVESTMENT PARTNERS, LLC located in Greenwich, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 66, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Philip Wolson'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

April 6, 2026 - Present

COLTER LEWIS INVESTMENT PARTNERS, LLC

Office #1: 22 West Putnam Avenue Second Floor, Greenwich, CT 06830

RIA

CRD#: 297213

GREENWICH, CT

Past

March 29, 2021 - February 13, 2026

BBR PARTNERS, LLC

RIA

CRD#: 109688

NEW YORK, NY

Past

March 4, 2013 - July 30, 2016

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

January 11, 2013 - July 30, 2016

MORGAN STANLEY

CRD#: 149777

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".

COLTER LEWIS INVESTMENT PARTNERS, LLC

COLTER LEWIS INVESTMENT PARTNERS LLC | COLTER LEWIS INVESTMENT PARTNERS, LLC

CRD#: 297213 / SEC#: 801-113584

RIA

Registered Investment Advisory firm - (7/11/2018 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

Connecticut
(4/6/2026)

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

IAR

Series 66

Date: 3/1/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2013

General Securities Representative Examination

Current Firm

COLTER LEWIS INVESTMENT PARTNERS, LLC

COLTER LEWIS INVESTMENT PARTNERS LLC | COLTER LEWIS INVESTMENT PARTNERS, LLC

CRD#: 297213 / SEC#: 801-113584

RIA

Registered Investment Advisory firm - (7/11/2018 Approved)

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Contact information

Main Address

22 West Putnam Avenue Second Floor, Greenwich, CT 06830

Mailing Address

Phone number

(203) 987-3090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLTER LEWIS FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 2,320,928,653

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/18/2025	Cover Page	Report

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 P. Wolson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Philip Wolson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLTER LEWIS INVESTMENT PARTNERS, LLC

BBR PARTNERS, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

COLTER LEWIS INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2013

SIE

Date: 7/30/2016

Series 7

Date: 1/10/2013

Current Firm

COLTER LEWIS INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COLTER LEWIS INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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