Michael Warszawski

Employer firm

Cwm Partners, LLC CRD 299857

$59.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING, FACILITATION, AND EDUCATIONAL SERVICES

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

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

Current Employers

Employment History

• 05/2014 → 11/2018
  Manchester Capital Management
  New York, NY
• 11/2018 → Present
  Cwm Partners Llc
  New York, NY
• 01/2019 → Present
  Cwm Partners Llc
  New York, NY

Previous Registrations

• 2014-09-29 → 2018-11-16
  Manchester Capital Management Llc
  New York, NY

Other Businesses

Michael Warszawski is a Group Chair of TIGER 21, LLC. TIGER 21 is a premier membership network for high-net-worth individuals helping them to navigate the challenges and opportunities that success creates. The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Central to this are TIGER 21 Group Meetings, with 12-15 Members meeting once per month led by a Chair who is an accomplished professional and experienced facilitator. TIGER 21 leads with a unique approach to wealth preservation that focuses on leveraging collective wisdom and engaging Members in an extraordinary community to enhance their personal and professional lives. His responsibilities are to facilitate three meetings every month except August. Location: 1995 Broadway New York NY 10024. Start date: 04/01/2020. 30 hours per month are devoted to this activity during trading hours. 10 hours per month are devoted to this activity outside of trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-07-07

Designations

• Chartered Financial Analyst