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Michael Maurice Woloch

Financial Strategy Advisors, LLC

Bayside, NY

CRD 6340799

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Employer firm

Financial Strategy Advisors, LLC CRD 171743

2 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Financial Strategy Advisors, Llc

Bayside, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-23
  • NY RA
    APPROVED
    Since 2025-11-23

Branch Locations

Bayside, NY • 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
OrganizationCityStateFromTo
Financial Strategy Advisors Llc New York NY 08/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-09
  • S65 Uniform Investment Adviser Law Examination
    2013-08-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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