Mark Wiacek (CRD# 2135299) is an Investment Advisor Representative working at Cl Wealth Management LLC in San Marino, CA and has over 26 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cabot Lodge Securities LLC | New York, NY | Sep 2017 - Current | 6 |
| Cl Wealth Management LLC | New York, NY | Sep 2017 - Current | 6 |
| Independent Financial Group | El Segunda, CA | Jun 2016 - Jul 2017 | 1 |
| Tri-star Financial | El Segundo, CA | Jun 2016 - Jul 2017 | 1 |
| Cl Wealth Management LLC | New York, NY | Oct 2015 - Jun 2016 | < 1 |
| Cabot Lodge Securities LLC | New York, NY | Oct 2015 - Jun 2016 | < 1 |
| Tweed Financial Services | San Marino, CA | Aug 2012 - Jun 2016 | 3 |
| Concorde Asset Management | Troy, MI | Oct 2013 - Dec 2015 | 2 |
| Concorde Investment Services, LLC | Troy, MI | Aug 2012 - Oct 2015 | 3 |
| Mark Wiacek / Self Employed Notary | Westchester, CA | Jun 1998 - Jun 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- CA
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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