Michael Charles Shutowick

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2009 → 09/2019
  Summit Brokerage Services Inc
  Coral Springs, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2009 → 05/2021
  Summit Financial Group Inc
  Coral Springs, FL
• 11/2006 → Present
  Shutowick Wealth Management
  Coconut Creek, FL
• 01/2011 → Present
  Mc Shutowick & Associates Inc.
  Coconut Creek, FL
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-07-09 → 2021-05-20
  Summit Financial Group Inc
  Coconut Creek, FL
• 2004-09-10 → 2009-04-09
  Lpl Financial Llc
  Coral Springs, FL
  Fort Lauderdale, FL
  Coral Springs, FL
  Fort Lauderdale, FL

Other Businesses

1. NAME OF OTHER BUSINESS: SHUTOWICK WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2006; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SECURITIES AND FIXED ANNUITIES SALES; 2. NAME OF OTHER BUSINESS: MC SHUTOWICK & ASSOCIATES INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX ENTITY USED TO RUN COMPENSATION THROUGH; START DATE: 01/2011; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: TAX ENTITY USED TO RUN COMPENSATION THROUGH;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-27

Designations

• Certified Financial Planner

Other Names

• Michael Shutowick