Michael Edward Sylvester
Investment adviser representative at Fulcrum Wealth Management
10 yearsExperience
1 stateRegistered in
$192.8MFirm assets
12 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
10 years in the industry.
- Fulcrum Wealth ManagementJun 2026 to now
- Fulcrum Wealth Managment, LLCMar 2026 to now
- Candlewood Consulting Partners, LLCDec 2018 to now
- Alps Distributors, Inc.Jan 2023 to Jul 2024
- Farther Finance Advisors, LLCJul 2022 to Feb 2023
- Mercer Investment Consulting, LLCSep 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Fulcrum Wealth Management
Legal name: Fulcrum Equity Management, LLC
$192.8MAssets managed
487Clients
5Advisers
12 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
- 4562634
- Firm CRD
- 159099