Marta Mycyk, financial advisor Chicago IL

Marta Mycyk

CRD Number: 2570908
Current Firm: Assetmark, Inc.

Marta Mycyk (CRD# 2570908) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Brokerage Corporation Chicago, IL Aug 2015 - Current 5
Assetmark Financial, Inc. Chicago, IL Aug 2015 - Current 5
Atlas Engineering Northbrook, IL Apr 2015 - Aug 2015 < 1
Unemployed Chicago, IL Nov 2014 - Mar 2015 < 1
Mesirow Financial, Inc. Chicago, IL Feb 2014 - Oct 2014 < 1
Wolf Financial Management, LLC Oak Brook, IL Jan 2004 - Jan 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Marta R. Mycyk
Phone Number: 800-664-5345
Firm Website: https://www.savos.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    38,785
    MILLIONS
  • Total Number of Accounts
    211,165
    ACCOUNTS
  • Average Account Value
    $183,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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