Morgan Stanley
47yrs
Top advisor by experience in New York
1yr
Michael Fishman
Full name on record: Michael E Fishman
Financial advisor at Nerdwallet Wealth Partners
Based in New York, New York, Michael Fishman is a fiduciary financial advisor with 1 year of industry experience. Michael joined Nerdwallet Wealth Partners in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office123 William Street 21st Floor, New York, NY 10038
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$378,737
Advisors at the firm17
States licensed ?1 state
Services through Nerdwallet Wealth Partners
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Nov 2025 – nowNerdwallet Wealth Partners, LLCCurrent firm
Contact Michael
(917) 275-7821Nerdwallet Wealth Partners main office 123 William Street 21st FloorNew York, NY 10038Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Michael
How do I contact Michael?
Call Nerdwallet Wealth Partners at (917) 275-7821 and ask for Michael Fishman. Michael works from the New York, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Michael hold?
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?
Nerdwallet Wealth Partners reports being paid by a percentage of the assets they manage, 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.
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