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MF

Michael S. Furla

ORBA WEALTH ADVISORS
CHICAGO, IL 60611-5313
Some features on this profile are disabled
CRD#: 6855048
MF

Professional summary

Michael Spero Furla, CFP®, who also goes by Michael Furla, is a registered financial advisor currently at ORBA WEALTH ADVISORS, LLC located in Chicago, Illinois and CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in Chicago, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Furla

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 Spero Furla'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

February 14, 2025 - Present

ORBA WEALTH ADVISORS, LLC

Office #1: 455 N. Cityfront Plaza Drive Suite 1610, Chicago, IL 60611-5313
RIA
CRD#: 297351
CHICAGO, IL
Current

November 25, 2025 - Present

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Office #1: 455 North Cityfront Plaza Drive Nbc Tower, Suite 1610, Chicago, IL 60611
RIA
CRD#: 317528
CHICAGO, IL
Past

May 6, 2025 - October 31, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
CHICAGO, IL
Past

April 29, 2025 - August 5, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHICAGO, IL
Past

September 8, 2017 - June 14, 2024

THE MATHER GROUP, LLC

RIA
CRD#: 156005
CHICAGO, IL

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".
CC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA
Registered Investment Advisory firm - (11/30/2021 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
Illinois
(2/14/2025)
IAR
Texas
(2/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/5/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/7/2025
Securities Industry Essentials Examination

Current Firm

CC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA
Registered Investment Advisory firm - (11/30/2021 Approved)
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Contact information

Main Address
50 Rockefeller Plaza, New York, NY 10020
Mailing Address
Phone number
(212) 697-1000
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 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

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (11/30/2025)

Regulatory assets under management

Total Number of Accounts762
AUM (Assets Under Management)$ 1,626,110,870

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025
Cover Page
Report
09/25/2024
Cover Page
Report
07/28/2023
Cover Page
Report
01/18/2023
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.

Company Information

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528Chicago, IL 60611-5313

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