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Michael Allan Woloshin

WOLOSHIN INVESTMENT MANAGEMENT, LLC·MEDFORD, New Jersey
SIE, Series 7, Series 63, Series 6521 years registeredWOLOSHIN INVESTMENT MANAGEMENT, LLC
40 NORTH MAIN STREET, MEDFORD, NJ 08055CRD# 732640Firm CRD# 132346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Allan Woloshin · MEDFORD, NJ
Registration
CRD #732640 · WOLOSHIN INVESTMENT MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

WOLOSHIN INVESTMENT MANAGEMENT, LLC
Aug 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · August 26, 2004
Years registered · 21
03

Disclosure History

1997Regulatory·Final
1990Customer Dispute·Award / Judgment
1990Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346 · SEC 801-126037
AUM
$130M
Regulatory assets under management
Employees
3
815 client accounts
Services offered by WOLOSHIN INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WOLOSHIN INVESTMENT MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Allan Woloshin offer?
Michael Allan Woloshin specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, New Jersey for a consultation.
What are Michael Allan Woloshin's credentials?
Michael Allan Woloshin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Allan Woloshin located?
Michael Allan Woloshin is based in MEDFORD, New Jersey, working with WOLOSHIN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Michael Allan Woloshin charge for services?
Michael Allan Woloshin'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 WOLOSHIN INVESTMENT MANAGEMENT, LLC?
WOLOSHIN INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOLOSHIN INVESTMENT MANAGEMENT, LLC

Susan Bochnowski Egan
MEDFORD, NJ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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