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Michael Warszawski

CWM Partners, LLC

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About Michael Warszawski

Michael Warszawski is a registered investment advisor representative with CWM Partners, LLC. Michael is a Chartered Financial Analyst and holds the Series 7, Series 24, and Series 63 licenses. Michael has been in the financial industry since 2002. Michael is a group chair for Tiger 21 and an advisory board member of First National Realty Partners. Michael has a broad base of experience and has a deep understanding of the investment management process. Michael works with high-net-worth individuals, charitable organizations and other investment advisors.

Firm Information

Michael Warszawski is currently registered with CWM Partners, LLC. CWM Partners, LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have approximately $56,395,062 in regulatory assets under management, primarily serving charitable organizations and high-net-worth individuals. CWM Partners, LLC also provides consulting, facilitation, and educational services.

$56.40M

Assets Under Management

1

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting, facilitation, and educational services

Consulting, facilitation, and educational services

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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Michael Warszawski’s Registration & Firm History

NY

05/10/2021 - Present

CWM Partners, LLC (NEW YORK NY)

NY

11/01/2002 - 07/26/2006

CITICORP INVESTMENT SERVICES (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Warszawski.
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