Markowski Investments

Markowski Investments (CRD# 141883) is a financial advisory firm headquartered in , . They manage $125,223,341 in 681 accounts and serve the financial needs of clients across 39 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $183,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KY, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Markowski Investments
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Markowski
CRD#: 3092149
Tampa, FL
96
Wealthminder
score

Matthew Markowski (CRD# 3092149) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 19 years of experience in the finance industry. Matthew Markowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher Markowski
CRD#: 2556011
Tampa, FL
90
Wealthminder
score

Christopher Markowski (CRD# 2556011) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 22 years of experience in the finance industry.

3
Joshua M. Markowski
CRD#: 6549370
Tampa, FL
90
Wealthminder
score

Joshua Markowski (CRD# 6549370) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has 1 year of experience in the finance industry.

4
Michael J. Markowski
CRD#: 2671573
Tampa, FL
83
Wealthminder
score

Michael Markowski (CRD# 2671573) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 22 years of experience in the finance industry.

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