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Michael Howard Markowitz

Investment adviser representative at Advisory Services Network
7 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

7 years in the industry.

  1. Advisory Services Network, LLCAug 2021 to now
  2. UnemployedJan 2021 to Jul 2021
  3. Ppm America, Inc.Dec 2016 to Dec 2020
  4. Mesirow Financial, Inc.May 2014 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (IL).

Advisory Services Network

Legal name: Advisory Services Network, LLC

$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2490315
Firm CRD
146051
Advisor's SEC record (opens in a new tab)
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