Michael W Kirshon
Investment Adviser Representative at Valmark Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael W. Kirshon is an investment adviser representative with Valmark Advisers, Inc. in Fort Lauderdale, FL, where they have been registered since 2002. They have worked in the securities industry since 2001 and were previously registered with NEW England Securities Corporation. 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 California, Florida, New York, and South Carolina.
Registrations & licenses
- Investment adviser:
- California, Florida, New York, South Carolina
- Broker:
8 states and territories
California, Florida, Maryland, Montana, New Jersey, New York, Pennsylvania, Virginia
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.
- Michael KirshonAug 2000 – no end date reportedBoca Raton, FL
- Valmark Securities, Inc.Nov 2002 – no end date reportedBeachwood, OH
- Valmark Advisers, Inc.Nov 2002 – no end date reportedBeachwood, OH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valmark Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Less than $1,000,0001.95%
- $1,000,001 to $2,000,0001.75%
- $2,000,001 and above1.50%
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 291
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Akron, OH
- SEC file number:
- 801-55564
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Valmark Advisers, Inc.
Showing 12 of 291 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 W Kirshon 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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