Michael Burwick is Of Counsel to The Wagner Law Group and is resident in the firm's Boston Office. At Wagner, Michael specializes in Securities Law, Tax Law and ERISA matters. He is also General Counsel and Chief Compliance Officer at Trust Advisory Group, Ltd. (a registered investment adviser) and Advisory Group Equity Services, Ltd. (a broker-dealer) based in Greater Boston.
Michael is an authority on tax law, securities law and compliance issues attendant thereto. He has served in a number of roles in the financial services and legal arenas that include positions as a compliance consultant, a due diligence officer and as a big firm attorney serving broker-dealers, investment advisers, various funds and other entities including private equity, venture capital and investment banking platforms that are participants in the capital markets.
Michael earned his Bachelor of Arts degree from Boston University College of Arts and Sciences, magna cum laude with Distinction in the field of Sociology. While at BU, he was the two-time winner of the Diedre H. Symington Sociology Prize. Michael went on to distinguish himself at Georgetown University Law Center in Washington, DC, graduating with his J.D. in 1995, cum laude. At Georgetown Law, he served on the Editorial Board of the Georgetown Journal of Legal Ethics, the preeminent publication devoted to the subject of ethics and the law, and he was published in the Journal in 1994. Michael attended the MBA program at the Leonard N. Stern Graduate School of Business at New York University and he returned to Georgetown Law to obtain his LL.M. in Taxation and his LL.M. in Securities Law and Financial Regulation. Both of these degrees were awarded with multiple honors including the CALI Award for Excellence in the field of Financial Accounting for Attorneys.
Michael is actively licensed to practice law in the state and federal courts of Florida, the District of Columbia and before the United States Tax Court. He is a candidate for Admission on Motion to the Massachusetts Bar.
Michael serves on the Board of Directors of Autism Speaks and on the Georgetown University Law Advisory Board. He is actively involved in a wide array of other charitable, philanthropic and civic organizations. He enjoys golf, tennis, power boating, sailing, hiking, skiing and he is an avid Boston sports fan. Michael lives in Weston, Massachusetts with his wife and children and a large, black standard poodle named Achilles.
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Chat withState: District of Columbia
Acquired: 1998
No misconduct found
State: Florida
Acquired: 1995
No misconduct found
99 Summer Street, 13th Floor, Boston, MA, 02493
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2012
CALI Excellence for the Future Award, Georgetown University Law Center
1991
Phi Beta Kappa, Boston University
1991
Golden Key National Honor Society, Boston University
1991
Dieter H. Symington Sociology Prize, Boston University
1990
Dieter H. Symington Sociology Prize, Boston University
2016 - Present
President, Deferred Sales Trust Services LLC
2016 - Present
President, Boston Advisory Group LLC
2015 - 2016
Member, Hunter Business Law
2014 - 2016
Chief Executive Officer, TD Strategic LLC
2013 - 2014
Counsel, Day Pitney, LLP
1998 - 2013
Managing Partner, The Burwick Law Group
1996 - 1998
Legal Counsel, United States House Of Representatives
1995 - 1996
Assistant Attorney General, Office Of The Attorney General Florida
2014 - Present
Autism SpeaksBoard of Directors
2013 - Present
Boston Bar Association
2013 - Present
Georgetown Law Advisory BoardMember
2013 - Present
The Spencer FoundationChairman
1998 - Present
District of Columbia Bar
1995 - Present
American Bar Association
1995 - Present
Florida Bar
2012
LL.M.
2011
LL.M.
1995
J.D.
1991
BA - Bachelor of Arts
2015
Current Issues in Securities Regulation
2014
Crowdfunding and Securities Law Implications Thereof
2014
Day Pitney Crowdfunding Webinar
2014
Crowdfunding Issues for Broker-Dealers and Other Professionals
2013
Moderator and Panelist: 2013 Red Flag Seminar
2009
The Financial Consultants with Birnbaum and Burwick
2006
Tax-Deferred Investment
2014
2014
2014
2010
2005
1994
English