Michael Samuel Srulowitz
Investment Adviser Representative at Teamwork Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Samuel Srulowitz is an investment adviser representative with Teamwork Financial Advisors, LLC in San Antonio, TX, where they have been registered since 2019. They have worked in the securities industry since 2008 and have been registered with 3 firms, including First Command Advisory Services and First Command Financial Planning, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Financial Planning, Inc.Jan 2008 – Aug 2019Fort Worth, TX
- First Command Financial Services, Inc.Jan 2008 – Aug 2019Fort Worth, TX
- First Command Advisory ServicesDec 2015 – Aug 2019Fort Worth, TX
- Teamwork Financial AdvisorsAug 2019 – Jul 2026San Antonio, TX
- Heritage Haus Wealth Partners LLCJul 2026 – no end date reportedNew Braunfels, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Teamwork Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.012
- 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%
+9 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning through a 3-step process (Discover, Evaluate, Plan) using an Integrated Legal, Tax and Financial Plan to create custom retirement strategies; services also encompass legal, tax, and financial planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 5
- Main office:
- San Antonio, TX
- SEC file number:
- 801-114801
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Teamwork Financial Advisors, LLC
Showing 12 of 14 in the directory
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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.
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