MS
CFP
MS
CFP

Michael Sarsynski

38 Years of Experience
The Villages, FL
1 DisclosureBroker

Michael Sarsynski is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in The Villages, FL, with 38 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

The Villages, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2001
Final
Other Business Activities

Michael co-owns rental property and a family farm in Hadley, MA. These investment-related activities require minimal time each month.

Employment History
Current Registrations
Wells Fargo Advisors
August 2014 - Present · 12 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1991 - August 2014 · 23 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1991 - August 2014 · 23 yrs 4 mos
Thomson Mckinnon Securities INC.Broker
April 1987 - October 1989 · 2 yrs 6 mos
State Registrations25 states
AKAZCACOCTDCFLINMAMDMINCNHNJNVNYOKORPAPRSCTXVAVTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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