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Michael Roy Blueweiss

Investment Adviser Representative at ARETE WEALTH ADVISORS, LLC

Melville, NYCRD #728969Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
States Registered
5 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaFloridaNew JerseyNew YorkNorth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/11/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 3/23/1990
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/21/1987
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/16/1985
Series 22
Direct Participation Programs Representative Examination
Passed 12/11/1984
Series 52
Municipal Securities Representative Examination
Passed 4/11/1981

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,0003.00%
$250,000 - $749,9992.50%
$750,000 - $1,499,9992.00%
$1,500,000 - $4,999,9991.75%
$5,000,000 and over1.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Arete Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH ADVISORS, LLCCurrent
7/20/2022Melville, NY
NATIONAL ASSET MANAGEMENT, INC.
2/12/20187/20/2022Melville, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Roy Blueweiss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Roy Blueweiss - Financial Advisor in Melville, NY | AdvisorFinder