Michael Alan Powsner
Investment adviser representative at Upstart Wealth Management, LLC
4 yearsExperience
5 statesRegistered in
PFS, CFP® certificationDesignations
$385.9MFirm assets
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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
4 years in the industry.
- Upstart Wealth Management, LLCNov 2014 to now
- Michael Powsner, CpaJan 2017 to Oct 2018
- Michael Powsner Cpa d/b/a Powsner & Thomas Cpa'sNov 2014 to Jan 2017
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 5 states (CA, MA, NC, NY, TX).
Upstart Wealth Management, LLC
$385.9MAssets managed
91Clients
4Advisers
5 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
- 5237864
- Firm CRD
- 173728