Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael William Choniski

Trendhaven Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael William Choniski

Michael Choniski is an Investment Advisor Representative associated with Trendhaven Investment Management, LLC, located in Fairfield, CT. Michael has been in the industry since June 2013 and is registered with the state of Connecticut and New York. The firm provides advisory services including financial planning and portfolio management for individuals. Michael also provides business planning and development services outside of the firm.

Firm Information

Michael Choniski is currently registered with Trendhaven Investment Management, LLC. Trendhaven Investment Management, LLC is an investment advisor specializing in financial planning and portfolio management for individuals and high-net-worth individuals. Based in [location is not provided in the JSON data], the firm manages approximately $2.3 million in assets for 11 clients.

$2.32M

Assets Under Management

Not reported

Total Clients

1

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Choniski’s Registration & Firm History

CT

12/07/2021 - Present

Trendhaven Investment Management, LLC (FAIRFIELD CT)

Not sure if Michael William Choniski is right for you?

Licenses & Designations

IA

Issued 06/20/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael William Choniski.
Not sure if Michael William Choniski is right for you?