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Michael John Samulski

Econologics Financial Advisors

Largo, FL

CRD 7650928

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Employer firm

Econologics Financial Advisors CRD 125738

$183M regulatory AUM 143 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Econologics Financial Advisors

2401 West Bay Drive Suite 603, Largo, FL 33770 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02

Branch Locations

2401 West Bay Drive Suite 603, Largo, FL 33770 • 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
Econologics Financial Advisors Largo FL 01/2022 Present
Guide To Insure Tampa FL 11/2020 12/2021
Total Quality Logistics Tampa FL 05/2017 11/2020
Financial Services Of America Warren MI 09/2013 03/2017
  • 01/2022 → Present
    Largo, FL
  • 11/2020 → 12/2021
    Guide To Insure
    Tampa, FL
  • 05/2017 → 11/2020
    Total Quality Logistics
    Tampa, FL
  • 09/2013 → 03/2017
    Financial Services Of America
    Warren, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-24
  • S65 Uniform Investment Adviser Law Examination
    2023-07-24

View on SEC IAPD

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