Joseph Bartnicki, financial advisor Boston MA

Joseph Bartnicki

CRD Number: 2501032
Current Firm: Mma Securities LLC

Joseph Bartnicki (CRD# 2501032) is an Investment Advisor Representative working at Mma Securities LLC in Boston, MA and has over 28 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Marsh & Mclennan Agency LLC Conshohocken, PA May 2019 - Current 3
Mma Securities LLC Conshohocken, PA May 2019 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Dec 2014 - Jan 2020 5
The Centurion Group, LLC Plymouth Meeting, PA Nov 2010 - May 2019 8
Lpl Financial Corporation Plymouth Meeting, PA Nov 2010 - Nov 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Joseph E. Bartnicki
Phone Number: 212-345-5940
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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