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Michael David Woytowich

Advisor at StoneX Advisors Inc. — Kulpmont, PA

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Kulpmont, PA 17834

StoneX Advisors Inc.

Multi-team

Total advisors

229

Across 118 offices

Clients per advisor

43 Low

Avg AUM per client

$501,072 Typical

HNW client ratio

10% Low

About

Michael Woytowich is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with StoneX Securities Inc. since 2011 and StoneX Advisors Inc. since 2020. Outside of advisory work, he serves as the head boys basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based investment solutions supported by due diligence on third-party managers, operating as part of the larger StoneX Group with integrated clearing and custody services.

Client services

Based on StoneX Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Financial consulting services

Expertise

Based on StoneX Advisors Inc.

ESG / Sustainable investing

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Fee options

Fixed

Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure

Percentage

$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)

Project-based

Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure

Other

Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts

Location

See office

Kulpmont, PA

513 Chestnut St

Kulpmont PA 17834

Advisors at this office

2

Most active in

Pennsylvania

Work history

22 years of industry experience

StoneX Advisors Inc.

2020 - Present • 6 years

Kulpmont, PA

StoneX Securities Inc.

2011 - Present • 15 years

Kulpmont, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James W

Series 66, Series 63

Kulpmont, PA

StoneX Advisors Inc.

James Wisloski is a financial advisor with StoneX Advisors Inc. holding Series 66 and Series 63 licenses and has 26 years of industry experience. He has been with StoneX Advisors Inc. since 2023 and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he coaches track for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent Financial Advisors and an in-house Private Client Group to deliver tailored investment strategies through proprietary models, third-party money managers, and various platform solutions.

ESG / Sustainable investing
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Nicholas G

CFP®, Series 66

Shamokin, PA

Truist Advisory Services

Nicholas Griffiths is a CFP®-designated financial advisor with 18 years of industry experience, currently with Truist Advisory Services. His work history includes roles at BB&T and SunTrust advisory and investment services firms. He serves as a board member for the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and integrated inter-affiliate resources.

Founder/Business Owner Executive
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James K

Series 63, Series 65

Danville, PA

Cetera

James Kishbaugh II is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013, as well as operating J & J Financial since 2002. In addition to his advisory role, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph S

Series 66

Elysburg, PA

Cetera

Joseph Springer is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and its affiliates since 2025 and has prior experience with Avantax Insurance Services and related firms. Outside of advisory work, he serves as an elected official in Ralpho Township and operates accounting and tax preparation businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services delivered through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mark S

Series 63, Series 65

Minersville, PA

Wells Fargo Advisors

Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Patrick R

Series 63

Catawissa, PA

LPL Financial

Patrick Reilley is a financial advisor with LPL Financial and holds a Series 63 designation. He has 34 years of industry experience, including 33 years at Lincoln Investment Planning, Inc. Reilley serves on the Board of Directors for UNB Bank Mt Carmel and has been involved in a solar panel supply business serving the Dominican Republic. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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