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Michael Samuel Srulowitz

Investment Adviser Representative at TEAMWORK FINANCIAL ADVISORS, LLC

San Antonio, TXCRD #5497663Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Samuel Srulowitz has worked in the securities industry since 2008. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/18/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 3/21/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/11/2008

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.012
Asset tierAnnual rate
Teamwork (Except Michael Srulowitz) - Tier 11.00%
Teamwork (Except Michael Srulowitz) - Tier 20.95%
Teamwork (Except Michael Srulowitz) - Tier 30.85%
Teamwork (Except Michael Srulowitz) - Tier 40.75%
Teamwork (Except Michael Srulowitz) - Tier 50.60%
Teamwork (Except Michael Srulowitz) - Tier 60.00%
Michael Srulowitz - Tier 11.20%
Michael Srulowitz - Tier 21.10%
Michael Srulowitz - Tier 31.00%
Michael Srulowitz - Tier 40.90%
Michael Srulowitz - Tier 50.80%
Michael Srulowitz - Tier 60.70%
Michael Srulowitz - Tier 70.00%
Source

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

Employment history

Registration history as reported to FINRA, most recent first.

TEAMWORK FINANCIAL ADVISORS, LLCCurrent
8/9/2019San Antonio, TX
FIRST COMMAND ADVISORY SERVICES
12/15/20158/15/2019Fort Worth, TX
FIRST COMMAND FINANCIAL PLANNING, INC.
6/20/200812/15/2015Cibolo, TX

Official records & sources

Data as of May 30, 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 Samuel Srulowitz 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 Samuel Srulowitz - Financial Advisor in San Antonio, TX | AdvisorFinder