Michael Woloshin has been Managing Member of Woloshin Investment Management since May 2004, is a control person of the firm and directly owns 75% or more of it.
Woloshin Investment Management, LLC is a Medford, NJ firm with $180M under management, 410 clients and 3 advisers in one office, as of its March 2026 filing.
Michael Woloshin is Managing Director of Woloshin Investment Management. He has more than 30 years as an investment advisor and helps those soon to be retired, and those already retired, pursue financial independence. He is an Investment Advisor Representative and Managing Director of the WIM Investment Committee.
- – present · 22 yearsMedford, NJ · Adviser representative · Firm CRD 132346
Investment adviser representative registrations
Michael Woloshin is registered as an investment adviser representative in New Jersey, since August 2004.
- New JerseySince 26 August 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 January 1982 |
| Series 7 | General Securities Representative Examination | 20 June 1981 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Allan Woloshin
- CRD
- 732640
- Firm
- Woloshin Investment Management · CRD 132346
- Role
- Managing Member
- Office
- 40 NORTH MAIN STREET, Medford, NJ 08055
- Registration
- Investment adviser registration
- In the industry since
- July 1981
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- woloshinllc.com
Where does Michael Woloshin work?
Michael Woloshin has been Managing Member of Woloshin Investment Management, LLC since May 2004, and is a control person of the firm.
Is Michael Woloshin a financial advisor?
Yes. Michael Woloshin has a current investment-adviser registration in New Jersey, through Woloshin Investment Management since August 2004.
How many years of experience does Michael Woloshin have?
Michael Woloshin has 45 years in the financial industry, since July 1981, across 1 adviser firm.
What exams has Michael Woloshin passed?
Michael Woloshin has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1981. FINRA credited Michael Woloshin with the SIE, which began in October 2018.
Where is Michael Woloshin based?
Michael Woloshin’s registered office is in Medford, NJ.
Is Michael Woloshin registered with FINRA?
No. Michael Woloshin has no current broker registration.
How can I verify Michael Woloshin’s record?
Search CRD 732640 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Woloshin’s full registration record.