Michael F. Schupak
ASTRA WEALTH PARTNERS
Jersey City, NJ 07302
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CRD#: 6532943
Professional summary
Michael Frank Schupak, CFP®, who also goes by Michael F. Schupak, Mike Schupak, is a registered financial advisor currently at ASTRA WEALTH PARTNERS located in Jersey City, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 2 firms and has passed the Series 65 exam.
Biography
I'm Mike Schupak, Principal at Astra Wealth Partners. I have worked in personal and corporate finance for almost 20 years. I believe in providing full comprehensive financial planning with an emphasis on tax-efficient investing. The majority of the clients I work with are executives and senior leadership with stock compensation at their employer.
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Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
AUM
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Millennials
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Michael F. Schupak | Mike Schupak
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.
Name: Astra Wealth Partners LLC. Investment-Related: Yes. 101 Hudson St., Suite 2100, Jersey City, NJ 07302. Nature: Investment Adviser. Position: Managing Member, CCO, IAR. Start Date: 04/2022. Approximate Hours/Month: 50. Approximate Hours During Trade Hours: 50. Duties: Provide investment advisory services to clients; manage business operations; oversee compliance. Name: Schupak Financial Advisors, LLC. Investment-Related: Yes. 101 Hudson St., Suite 2175, Jersey City, NJ 07302. Nature: Investment Adviser. Position: Managing Member, CCO, IAR. Start Date: 03/2015. Approximate Hours/Month: 50. Approximate Hours During Trade Hours: 50. Duties: Provide investment advisory services to clients; manage business operations; oversee compliance.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Frank Schupak'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®
CFP®
Start date: 2017
Experience
Current
May 27, 2022 - Present
ASTRA WEALTH PARTNERS
Office #1: 101 Hudson Street Suite 2100, Jersey City, NJ 07302RIA
CRD#: 321136
Jersey City, NJ
Past
August 20, 2015 - September 16, 2022
SCHUPAK FINANCIAL ADVISORS
RIA
CRD#: 277106
JERSEY CITY, NJ
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".
ASTRA WEALTH PARTNERS
ASTRA WEALTH PARTNERS | ASTRA WEALTH PARTNERS LLC
CRD#: 321136 / SEC#: 801-125765
RIA
Registered Investment Advisory firm - (5/27/2022 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 Jersey(5/31/2022)
IAR
New York(5/27/2022)
IAR
Texas(5/27/2022)
Current Firm
ASTRA WEALTH PARTNERS
ASTRA WEALTH PARTNERS | ASTRA WEALTH PARTNERS LLC
CRD#: 321136 / SEC#: 801-125765
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 Hudson Street Suite 2100, Jersey City, NJ 07302
Mailing Address
Phone number
(800) 805-8740
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 511 |
| AUM (Assets Under Management) | $ 204,106,871 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
