Unclaimed Profile

Micah Bielski

CJM FISCAL MANAGEMENT, INC.·DEER PARK, New York

SIE, Series 7, Series 31, Series 63, Series 65Clean record20 years registeredCJM FISCAL MANAGEMENT, INC.

724 LONG ISLAND AVENUE, DEER PARK, NY 11729CRD# 4970430Firm CRD# 154712

Profile Verification

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

Identity

Micah Bielski · DEER PARK, NY

Registration

CRD #4970430 · CJM FISCAL MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CJM FISCAL MANAGEMENT, INC.

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MORGAN STANLEY

Sep 2005 – May 2006

SAVANNAH, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · September 22, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CJM WEALTH MANAGEMENT LLC

CRD 154712 · SEC 801-77160

AUM

$430M

Regulatory assets under management

Employees

525 client accounts

Services offered by CJM WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CJM WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Micah Bielski offer?

Micah Bielski specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Micah Bielski's credentials?

Micah Bielski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Micah Bielski located?

Micah Bielski is based in DEER PARK, New York, last registered with CJM FISCAL MANAGEMENT, INC..

How does Micah Bielski charge for services?

Micah Bielski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CJM FISCAL MANAGEMENT, INC.?

CJM FISCAL MANAGEMENT, INC. has approximately 8 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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