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MB

Michael G. Brodowicz

Some features on this profile are disabled
CRD#: 6626106
MB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael G. Brodowicz, who also goes by Michael Gary Brodowicz, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2016. Michael had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michael Gary Brodowicz

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 20, 2025 - April 27, 2026

GOLDEN RESERVE RETIREMENT, LLC

RIA
CRD#: 283588
Troy, MI
Past

March 22, 2021 - April 18, 2025

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
DETROIT, MI
Past

March 22, 2021 - April 18, 2025

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
DETROIT, MI
Past

July 20, 2018 - February 10, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TROY, MI
Past

July 20, 2018 - February 10, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TROY, MI
Past

June 29, 2016 - July 26, 2018

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
TROY, MI
Past

May 21, 2016 - July 26, 2018

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TROY, MI

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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2016
Uniform Combined 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: 5/21/2016
General Securities Representative Examination

Current Firm

GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts2,183
AUM (Assets Under Management)$ 310,932,597

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.

Company Information

GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588

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