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Michael Anthony Ptaszenski

THRIVE WEALTH MANAGEMENT, LLC·AUDUBON, Pennsylvania
Series 7, Series 63, Series 65CFPClean record18 years registeredTHRIVE WEALTH MANAGEMENT, LLC
1000 MADISON AVENUE, AUDUBON, PA 19403CRD# 4800366Firm CRD# 168777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Ptaszenski · AUDUBON, PA
Registration
CRD #4800366 · THRIVE WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

THRIVE WEALTH MANAGEMENT, LLC
Oct 2013 – present
UNITED CAPITAL FINANCIAL ADVISERS
Jan 2012 – Oct 2013
NORTH WALES, PA
SEI INVESTMENTS MANAGEMENT CORP
Dec 2007 – Dec 2011
OAKS, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 4, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THRIVE WEALTH MANAGEMENT, LLC
CRD 168777 · SEC 801-108388
AUM
$1.1B
Regulatory assets under management
Employees
13
2,547 client accounts
Services offered by THRIVE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THRIVE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael Anthony Ptaszenski offer?
Michael Anthony Ptaszenski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUDUBON, Pennsylvania for a consultation.
What are Michael Anthony Ptaszenski's credentials?
Michael Anthony Ptaszenski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Anthony Ptaszenski located?
Michael Anthony Ptaszenski is based in AUDUBON, Pennsylvania, working with THRIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUDUBON metropolitan area and surrounding communities.
How does Michael Anthony Ptaszenski charge for services?
Michael Anthony Ptaszenski's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THRIVE WEALTH MANAGEMENT, LLC?
THRIVE WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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AUDUBON, PA
CFP

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