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Michael Anthony Ptaszenski

Thrive Wealth Management, LLC

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About Michael Anthony Ptaszenski

Michael Ptaszenski is a financial advisor at Thrive Wealth Management, LLC. Michael has been in the industry for 17 years and holds Series 7 and Series 63 licenses. Michael is also a Certified Financial Planner. Michael specializes in providing financial advice to individuals, families, and businesses. Michael's firm, Thrive Wealth Management, LLC, manages over $1.3 billion in assets. Thrive Wealth Management, LLC, provides a range of financial services, including financial planning, investment management, and retirement planning.

Firm Information

Michael Ptaszenski is currently registered with Thrive Wealth Management, LLC. Thrive Wealth Management, LLC is an independent financial advisory firm headquartered in Audubon, Pennsylvania. They provide a range of financial planning and investment management services for individuals, families, businesses, and charitable organizations. With over $1.3 billion in assets under management, Thrive Wealth Management is committed to helping clients achieve their financial goals. They have a team of 12 investment advisor representatives who are dedicated to providing personalized advice and guidance. Their services include portfolio management, financial planning, and selection of other advisors. They also offer pension consulting services and focus on serving high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit-sharing plans.
Thrive Wealth Management, LLC

1000 MADISON AVENUE

AUDUBON, PA 19403

$1.32B

Assets Under Management

19

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of retirement plan assets under advisement

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Michael Ptaszenski’s Registration & Firm History

PA

08/18/2018 - Present

Thrive Wealth Management, LLC (AUDUBON PA)

PA

03/24/2008 - 12/12/2011

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

07/15/2004 - 05/17/2006

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

IA

Issued 12/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Anthony Ptaszenski.
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