Robert MarcickiewiczCRD Number: 7548557
Current Firm: Tfs Advisory Services
Robert Marcickiewicz (CRD# 7548557) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has 1 year of experience in the finance industry.
Main Street Financial Solutions, LLC
Prudential Financial Planning Services
Ameriprise Financial Services, LLC
|Tfs Securities Inc.||Lincroft, NJ||May 2022 - Current||1|
|Zais Group LLC||Holmdel, NJ||Nov 2019 - May 2022||2|
|Vms Group||Princeton, NJ||Nov 2018 - Nov 2019||1|
|Pef Services||West Orange, NJ||Jun 2016 - Nov 2018||2|
|Susquehanna University||Selinsgrove, PA||Aug 2012 - May 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2022|
Total Assets Under Management1,292MILLIONS
Total Number of Accounts5,347ACCOUNTS
Average Account Value$241,663
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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