Michael Sylvester has been an investment adviser representative at Fulcrum Equity Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Fulcrum Equity Management, LLC is a Plano, TX firm with $193M under management, 487 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Michael Sylvester’s longest registration was 3 years at Strategic Advisers, Inc. (2005–2009). Before joining Fulcrum Equity Management in 2026, Michael Sylvester was registered through Farther and MMC Securities LLC.
- Fulcrum Wealth ManagementCurrent– present · under a yearNew Milford, CT · Adviser representative · Firm CRD 159099
- Farther– · 1 yearNew Milford, CT · Adviser representative · Firm CRD 302050
- MMC Securities LLC– · 1 yearNorwalk, CT · Adviser representative · Firm CRD 103846
- LPL Financial LLC– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 6413
- Charles Schwab & Co., Inc.– · under a yearStamford, CT · Adviser representative · Firm CRD 5393
- Edelman Financial Services LLC– · under a yearBrooklyn, NY · Adviser representative · Firm CRD 113299
- Strategic Advisers, Inc.– · 3 yearsNew York, NY · Adviser representative · Firm CRD 104555
- American Express Financial Advisors, Inc.– · under a yearColumbia, MD · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Michael Sylvester is registered as an investment adviser representative in Connecticut, since June 2026.
- ConnecticutSince 15 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 4 May 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 September 2011 |
| Series 7 | General Securities Representative Examination | 16 October 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Edward Sylvester
- CRD
- 4562634
- Firm
- Fulcrum Equity Management · CRD 159099
- Office
- New Milford, CT
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Sylvester work?
Michael Sylvester is an investment adviser representative registered through Fulcrum Equity Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Sylvester a financial advisor?
Yes. Michael Sylvester has a current investment-adviser registration in Connecticut, through Fulcrum Equity Management since June 2026.
How many years of experience does Michael Sylvester have?
Michael Sylvester has 13 years in the financial industry, since October 2013, across 8 adviser firms.
What exams has Michael Sylvester passed?
Michael Sylvester has passed 3 licensing exams: the Series 7, Series 66 and Series 63. The earliest, the Series 7, was passed in October 2002. FINRA credited Michael Sylvester with the SIE, which began in October 2018.
Where did Michael Sylvester work before Fulcrum Equity Management?
Before Fulcrum Equity Management, Michael Sylvester was registered through Farther, July 2022 to August 2023; MMC Securities LLC, December 2016 to November 2018; LPL Financial LLC, October 2013 to January 2015; Charles Schwab & Co., Inc., September 2012 to October 2012; Edelman Financial Services LLC, September 2011 to July 2012; Strategic Advisers, Inc., September 2005 to June 2009; American Express Financial Advisors, Inc., October 2002 to March 2003.
Where is Michael Sylvester based?
Michael Sylvester’s registered office is in New Milford, CT.
Is Michael Sylvester registered with FINRA?
No. Michael Sylvester has no current broker registration.
How can I verify Michael Sylvester’s record?
Search CRD 4562634 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Sylvester’s full registration record.