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Michael R Prosuk

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Columbus, OH
·CRD# 7747163·3 years experience

Professional Summary

Michael R Prosuk, who also goes by Michael Prosuk, is a registered financial advisor currently at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP located in Columbus, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Prosuk

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP·CRD# 128591
RIA
65 East State Street Suite 2000, Columbus, OH 43215
April 1, 2025 - Present
LPL ENTERPRISE, LLC·CRD# 8733
RIA
Columbus, OH
November 14, 2024 - March 21, 2025
LPL ENTERPRISE, LLC·CRD# 8733
BD
Columbus, OH
November 14, 2024 - March 21, 2025
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Columbus, OH
March 8, 2024 - November 14, 2024
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Columbus, OH
October 10, 2023 - November 14, 2024
PFS INVESTMENTS INC.·CRD# 10111
BD
Worthington, OH
July 24, 2023 - August 25, 2023

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Current Firm

SD
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441
RIA
Registered Investment Advisory firm - SEC (10/24/2003 Approved)

Contact Information

Main Address

One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Phone Number

(412) 697-5200

# of Employees

28

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SDWM 2026 ADV PART 2A (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,952

AUM (Assets Under Management)

$3,305,788,046

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/15/2026Cover PageReport
09/27/2024Cover PageReport
06/27/2023Cover PageReport

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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.

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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".
SD
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441
RIA
Registered Investment Advisory firm - SEC (10/24/2003 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.
IAR
Ohio
(4/1/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2023About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed May 2023About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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