Unclaimed Profile

Michael Anthony Urbik

HINSDALE ASSOCIATES, INC.·HINSDALE, Illinois

Series 6, Series 7, Series 22, Series 63, Series 6528 years registeredHINSDALE ASSOCIATES, INC.

15 SPINNINGWHEEL ROAD, HINSDALE, IL 60521CRD# 1155930Firm CRD# 108293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Anthony Urbik · HINSDALE, IL

Registration

CRD #1155930 · HINSDALE ASSOCIATES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HINSDALE ASSOCIATES, INC.

HINSDALE ASSOCIATES

Sep 2009 – Dec 2024

HINSDALE, IL

HINSDALE ASSOCIATES

Apr 2008 – Dec 2020

HINSDALE, IL

WATERSTONE FINANCIAL GROUP, INC.

Jan 2004 – Dec 2005

HINSDALE, IL

STERLING PORTFOLIO ALLOCATION SERVICE INC

Feb 1998 – Dec 2003

HINSDALE, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · February 6, 1998

Years registered · 28

Disclosure History

2003Customer Dispute·Settled

1998Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HINSDALE ASSOCIATES, INC.

CRD 108293 · SEC 801-18789

AUM

$112M

Regulatory assets under management

Employees

163 client accounts

Services offered by HINSDALE ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HINSDALE ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Anthony Urbik offer?

Michael Anthony Urbik specializes in Financial Planning, Investment Management.

What are Michael Anthony Urbik's credentials?

Michael Anthony Urbik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Anthony Urbik located?

Michael Anthony Urbik is based in HINSDALE, Illinois, last registered with HINSDALE ASSOCIATES, INC..

How does Michael Anthony Urbik charge for services?

Michael Anthony Urbik's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HINSDALE ASSOCIATES, INC.?

HINSDALE ASSOCIATES, INC. has approximately 2 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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