Michael Edward Sylvester

Current Employers

Fulcrum Wealth Management

5465 Legacy Dr. Suite 650, Plano, TX 75024 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-06-15

CT RA
APPROVED

Since 2026-06-15

Branch Locations

New Milford, CT • United States

5465 Legacy Dr. Suite 650, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fulcrum Wealth Managment, Llc	Plano	TX	03/2026	Present
Wilshire Associates Incorporated	Jersey City	NJ	03/2015	09/2016
Mercer Investment Consulting, Llc	New York	NY	09/2016	11/2018
Candlewood Consulting Partners, Llc	New Milford	CT	12/2018	Present
Farther Finance Advisors, Llc	San Francisco	CT	07/2022	02/2023
Alps Distributors, Inc.	Denver	CO	01/2023	07/2024

03/2026 → Present

Fulcrum Wealth Managment, Llc

Plano, TX
03/2015 → 09/2016

Wilshire Associates Incorporated

Jersey City, NJ
09/2016 → 11/2018

Mercer Investment Consulting, Llc

New York, NY
12/2018 → Present

Candlewood Consulting Partners, Llc

New Milford, CT
07/2022 → 02/2023

Farther Finance Advisors, Llc

San Francisco, CT
01/2023 → 07/2024

Alps Distributors, Inc.

Denver, CO

Previous Registrations

2022-07-18 → 2023-08-18

Farther

San Francisco, CA

New Milford, CT
2016-12-22 → 2018-11-30

Mmc Securities Llc

Norwalk, CT
2013-10-29 → 2015-01-23

Lpl Financial Llc

Fort Mill, SC
2012-09-21 → 2012-10-19

Charles Schwab & Co., Inc.

Stamford, CT
2011-09-23 → 2012-07-13

Edelman Financial Services, Llc

Fairfax, VA

Brooklyn, NY

New York, NY
2005-09-27 → 2009-06-30

Strategic Advisers Llc

New York, NY

Bethesda, MD
2002-10-31 → 2003-03-14

Ameriprise Financial Services, Llc

Columbia, MD

Other Businesses

CANDLESET CONSULTING PARTNERS, LLC, INVESTMENT RELATED, ADDRESS ON FILE, INVESTMENT AND TECHNOLOGY CONSULTING, PRESIDENT, 12/2018, 5 HRS/MON, 5HRS/MON DURING TRADING HOURS, INVESTMENT RESEARCH AND FINTECH CONSULTING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-05-04
S66	Uniform Combined State Law Examination	2011-09-22

S63 Uniform Securities Agent State Law Examination

2023-05-04
S66 Uniform Combined State Law Examination

2011-09-22

View on SEC IAPD