Mark Baczek, financial advisor Morristown NJ

Mark Baczek

CRD Number: 6569624
Current Firm: Fidelity Personal And Workplace Advisors

Mark Baczek (CRD# 6569624) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Morristown, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Morristown, NJ Oct 2015 - Current 6
Earnest Construction Co Inc. Bayonne, NJ May 2015 - Oct 2015 < 1
Unemployed Bayonne, NJ Aug 2014 - May 2015 < 1
C.s. Mayers & Son State College, NJ Feb 2012 - Jul 2014 2
Full Time Education Bayonne, NJ Aug 2009 - Feb 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
S63 Uniform Securities State Law Examination May 2016
Contact Info for Mark A. Baczek
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • NH
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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