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Michael Blueweiss
45 Years of Experience
Melville, NY
9 DisclosuresBrokerSells Insurance
Michael Blueweiss is a registered investment advisor, based in Melville, NY, with 45 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
425 Broadhollow RD. Suite 325, Melville, NY, 11747
Get directionsHistory
Regulatory History (9)
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.
Customer Dispute
July 2023Pending
Customer Dispute
November 2018Settled
Employment Separation After Allegations
October 2017Customer Dispute
November 2014Denied
Customer Dispute
February 2011Settled
Customer Dispute
November 2004Denied
Customer Dispute
March 2002Denied
Customer Dispute
March 2001Denied
Customer Dispute
December 1997Denied
Other Business ActivitiesSells Insurance
Michael volunteers for The Coltrane Home of Dix Hills, a charity, dedicating minimal time. He is also an agent for Fincadia LLC selling fixed insurance full-time, and president of MRB Advisory, a pass-through entity for accounting purposes, spending minimal time.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
July 2022 - Present · 4 yrs 3 mos
Arete Wealth Advisors, LLC
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
National Asset Management, INC.
February 2018 - July 2022 · 4 yrs 5 mos
National Securities CorporationBroker
November 2017 - July 2022 · 4 yrs 8 mos
UBS Financial Services INC.Broker
August 1996 - October 2017 · 21 yrs 2 mos
Smith Barney INC.Broker
February 1988 - August 1996 · 8 yrs 6 mos
David Lerner Associates, INC.Broker
April 1981 - February 1988 · 6 yrs 10 mos
State Registrations5 states
CAFLNCNJNY
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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