Mark Martiak, financial advisor New York NY
83 score

Mark Martiak

CRD Number: 4607789
Current Firm: Premier Wealth Advisors, LLC

Mark Martiak (CRD# 4607789) is an Investment Advisor Representative working at Premier Wealth Advisors, LLC in New York, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services, Inc. Newy York, NY Jul 2012 - Current 4
Premier Wealth Advisors, LLC New York, NY Apr 2009 - Current 7
First Allied Securities, Inc. San Diego, CA Apr 2009 - Current 7
Ubs Financial Services Inc. New York, NY Sep 2003 - Apr 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark M. Martiak
Phone Number: 212-752-4343
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $768,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States

CA, CT, NJ, NY

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BADGES
83

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