MZ
MZ

Michael Zawatsky

31 Years of Experience
Mayfield Heights, OH
BrokerSells Insurance

Michael Zawatsky is a registered investment advisor, based in Mayfield Heights, OH, with 31 years of industry experience.

Location

5885 Landerbrook Dr. Suite 304, Mayfield Heights, OH, 44124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a CFO and financial advisor for Wunderlich Securities business through Oasis Asset Management Group Inc. He also engages in various other activities, including managing a family real estate business, operating a personal marketing corporation, participating in a speaker bureau, conducting financial seminars, assisting with his wife's catering company, receiving insurance trailers from prior business, and coaching baseball.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2025 - Present · 11 mos
Cetera Wealth Services, LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
B. Riley Wealth Advisors, INC.
August 2022 - July 2025 · 2 yrs 11 mos
B. Riley Wealth ManagementBroker
March 2007 - July 2025 · 18 yrs 4 mos
B Riley Wealth Management
March 2007 - December 2022 · 15 yrs 9 mos
Capital Securities of America, INC.
November 2005 - March 2007 · 1 yr 4 mos
Capital Securities of America, INC.Broker
November 2005 - March 2007 · 1 yr 4 mos
Advest, INC.
April 2003 - November 2005 · 2 yrs 7 mos
Advest, INC.Broker
March 1996 - November 2005 · 9 yrs 8 mos
Prudential Securities IncorporatedBroker
June 1994 - March 1996 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
January 1994 - February 1994 · 1 mo
Ids Life Insurance CompanyBroker
January 1994 - February 1994 · 1 mo
State Registrations21 states
AZCACOFLGAILINKYMAMEMIMONCNENYOHPASCTXWAWV
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.
Michael Zawatsky - Financial Advisor | TrueAdvisor