Michael Reisin
Integrated Wealth Management Solutions · Port Chester, New York
Michael Reisin is a fee-only financial advisor at Integrated Wealth Management Solutions in Port Chester, New York. Integrated Wealth Management Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Integrated Wealth Management Solutions |
|---|---|
| Based in | Port Chester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.0M across 5 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4150701 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Michael's firm compares
- Integrated Wealth Management Solutions's average account is about $998,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Michael
Is Michael Reisin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Integrated Wealth Management Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Integrated Wealth Management Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Reisin based?
Michael Reisin is based in Port Chester, New York.
Is Michael Reisin registered with the SEC?
Yes. Michael Reisin is registered as an investment adviser representative in NY (CRD 4150701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Integrated Wealth Management Solutions manage?
Integrated Wealth Management Solutions reports $5.0M across 5 accounts in assets under management.
How do I contact Michael Reisin?
Contact details aren't on file yet. Search for Integrated Wealth Management Solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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