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RIA / WealthAdvisorCertified Financial Planner29 years in industry

MICHAEL BASSELL KARWIC

Advisor at GLENAYR FAMILY ADVISORS LLC

BRIGHTWOOD, VA | Elverson, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Nov 29, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GLENAYR FAMILY ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 18, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 18, 1997
First registration: Nov 29, 1999
Dual registered: no
Other names: MICHAEL B KARWIC
IAPD individual key: 2903985

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLENAYR FAMILY ADVISORS LLC	State registered	Oct 31, 2022	n/a	yes	BRIGHTWOOD, VA\|Elverson, PA	Current employment
THIRD EYE ASSOCIATES, LTD	State registered	Jul 12, 2022	Aug 23, 2022	no	RED HOOK, NY	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 3, 2021	Jul 7, 2022	no	Exton, PA	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Oct 2, 2017	Apr 26, 2021	no	Exton, PA	Previous registration
LINCOLN INVESTMENT	Independent wealth	Oct 2, 2017	Apr 26, 2021	no	EXTON, PA\|Fort Washington, PA\|PALM BEACH GARDENS, FL	Previous registration
IRON VALLEY WEALTH MANAGEMENT, LLC	n/a	Sep 10, 2012	Nov 20, 2018	no	CHESTER SPRINGS, PA	Previous registration
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Dec 7, 2011	Oct 11, 2012	no	WILMINGTON, DE	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 22, 2011	no	Newtown Square, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	WEST CHESTER, PA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 14, 2005	Apr 2, 2007	no	WEST CHESTER, PA\|WEST CHESTER, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 29, 1999	Jan 19, 2005	no	EXTON, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THIRD EYE ASSOCIATES, LTD	GLENAYR FAMILY ADVISORS LLC	Aug 23, 2022	Oct 31, 2022	69	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	THIRD EYE ASSOCIATES, LTD	Jul 7, 2022	Jul 12, 2022	5	Firm change	Ibd to state RIA
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Apr 26, 2021	Oct 2, 2017	-1,302	Firm change after gap	Other
CAPITAL ANALYSTS	COMMONWEALTH FINANCIAL NETWORK	Apr 26, 2021	May 3, 2021	7	Firm change	Ibd to ibd
IRON VALLEY WEALTH MANAGEMENT, LLC	LINCOLN INVESTMENT	Nov 20, 2018	Oct 2, 2017	-414	Firm change after gap	Other
REALTA INVESTMENT ADVISORS, INC	IRON VALLEY WEALTH MANAGEMENT, LLC	Oct 11, 2012	Sep 10, 2012	-31	Firm change after gap	Other
MORGAN STANLEY	REALTA INVESTMENT ADVISORS, INC	Nov 22, 2011	Dec 7, 2011	15	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY DW INC.	Jan 19, 2005	Jan 14, 2005	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
162200:8032:PA:2021-04-26	Apr 26, 2021	May 3, 2021	EXTON, PA	Firm change
519:162200:FL:2021-04-26	Apr 26, 2021	Oct 2, 2017	PALM BEACH GARDENS, FL	Firm change after gap

Relationships

Registered with (11)

→ GLENAYR FAMILY ADVISORS LLCRegistered adviserregistration: current employment
Oct 31, 2022 to presentfactForm ADV
→ THIRD EYE ASSOCIATES, LTDRegistered adviserregistration: previous registration
Jul 12, 2022 to Aug 23, 2022factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 3, 2021 to Jul 7, 2022factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Oct 2, 2017 to Apr 26, 2021factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Oct 2, 2017 to Apr 26, 2021factForm ADV
→ IRON VALLEY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 10, 2012 to Nov 20, 2018factForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Dec 7, 2011 to Oct 11, 2012factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 22, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 14, 2005 to Apr 2, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 29, 1999 to Jan 19, 2005factForm ADV

Dated events

Occurred
Aug 23, 2022
Advisor changed firm
Michael Bassell Karwic left Third Eye Associates, Ltd for Glenayr Family Advisors Llc (registered 2022-10-31)
Form ADVobserved 5 days ago
Occurred
Jul 7, 2022
Advisor changed firm
Michael Bassell Karwic left Commonwealth Financial Network for Third Eye Associates, Ltd (registered 2022-07-12)
Form ADVobserved 5 days ago