Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
43yrs
Michael Dworetsky has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Palm Beach Gardens, Florida. Michael has been with LPL Financial since 2026; before that, Michael spent nine years at Trust Advisory Group and ten years at Source Capital Group. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1306 advisors with offices in Palm Beach Gardens, and one of 1185 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Florida
Office3300 Pga Blvd, Suite 990, Palm Beach Gardens, FL 33410
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowLPL Financial LLCCurrent firm
- 2017 – 2026Trust Advisory Group LTDPreviously
- 2006 – 2017Source Capital Group, Inc.Previously
- 2004 – 2006Source Capital ManagementPreviously
- 1992 – 2004UBS Financial Services Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call LPL Financial at 704-733-3300 and ask for Michael Dworetsky. Michael works from the Palm Beach Gardens, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1983, about 43 years. Top 1% by experience in Florida.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Optimist Capital
46yrs
Top 1% by experience in Palm Beach Gardens
Raymond James & Associates
46yrs
Top 1% by experience in Palm Beach Gardens
UBS Financial Services
46yrs
Top 1% by experience in Palm Beach Gardens
Janney Montgomery Scott
45yrs
Top 1% by experience in Palm Beach Gardens
Morgan Stanley
45yrs
Top 1% by experience in Florida