Michael Brian Wachsler

Employer firm

Vertrix Wealth Management, LLC CRD 339547

$343M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 10/2016
  Rj Capital
  Houston, TX
• 10/2016 → 03/2017
  Scottrade, Inc.
  Sugar Land, TX
• 03/2017 → 07/2020
  Polaris Greystone Financial Group, Llc
  San Rafael, CA
• 07/2020 → 01/2026
  Greystone Financial Group, Llc
  Bloomfield Hills, MI
• 01/2026 → Present
  Vertrix Wealth Management, Llc
  Troy, MI

Previous Registrations

• 2020-09-16 → 2026-01-21
  Greystone Financial Group, Llc
  Houston, TX
  Bloomfield Hills, MI
• 2017-03-01 → 2020-08-06
  Polaris Wealth Advisory Group
  Houston, TX
  San Rafael, CA
• 2014-08-26 → 2018-01-24
  Rj Capital, Llc
  Houston, TX
• 2017-01-27 → 2017-03-17
  Scottrade Investment Management
  Saint Louis, MO
• 2013-12-02 → 2014-07-28
  Mercer Global Advisors Inc.
  Sugar Land, TX
• 2008-01-22 → 2013-12-12
  Rj Capital, Llc
  Houston, TX
• 2002-01-02 → 2008-02-29
  Century Management Financial Advisors
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  1997-12-10

Other Names

• Michael Brian Wachsler
• Brian Wachsler