Maureen Mackowski, financial advisor Mansfield MA
93 score

Maureen Mackowski

CRD Number: 867207
Current Firm: C2c Wealth Management, LLC

Maureen Mackowski (CRD# 867207) is an Investment Advisor Representative working at C2c Wealth Management, LLC in Mansfield, MA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2016 - Current 1
C2c Wealth Management, LLC Sausalito, CA Nov 2016 - Current 1
Lincoln Financial Advisors Corp Sausalito, CA Feb 2003 - Nov 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Maureen (. Mackowski
Phone Number: (508) 339-6074
Firm Website: http://c2cwealth.com
Registered State(s):
  • CA
  • MA
Current Firm Details
C2c Wealth Management, LLC
Firm's CRD Number: 284148
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $2,247,525
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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