Michael Furst

PALANTE WEALTH ADVISORS

Pennington, NJ 08534

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CRD#: 6836930

Professional summary

Michael Furst is a registered financial advisor currently at PALANTE WEALTH ADVISORS, LLC located in Pennington, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 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 Furst'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®

None

Experience

Current

January 26, 2026 - Present

PALANTE WEALTH ADVISORS, LLC

Office #1: 230 West Delaware Avenue, Pennington, NJ 08534

RIA

CRD#: 175298

Pennington, NJ

Past

March 31, 2025 - December 10, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MILFORD, NJ

Past

December 17, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ANNANDALE, NJ

Past

November 19, 2021 - December 10, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ANNANDALE, NJ

Past

October 16, 2017 - November 5, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

August 24, 2017 - November 5, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

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
(1/26/2026)

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: 10/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 12/28/2022

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/14/2022

General Securities Sales Supervisor - General Module Examination

Current Firm

PALANTE WEALTH ADVISORS, LLC

NEW JERSEY | PRIVATE CLIENT CAPITAL GROUP, LLC | PALANTE WEALTH ADVISORS, LLC

CRD#: 175298 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/25/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/30/2015 Approved)

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Contact information

Main Address

230 West Delaware Avenue, Pennington, NJ 08534

Mailing Address

Phone number

(609) 476-9269

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	335
AUM (Assets Under Management)	$ 115,500,287

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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Advisor Monitoring

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Michael Furst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/24/2017

Series 9

Date: 12/28/2022

Series 10

Date: 11/14/2022

Current Firm

PALANTE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PALANTE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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