Unclaimed Profile

Christopher Markowski

COMPASS FINANCIAL MANAGEMENT LLC·TAMPA, Florida

Series 7, Series 63, Series 6510 years registeredCOMPASS FINANCIAL MANAGEMENT LLC

2422 W. SUNSET DRIVE, TAMPA, FL 33629CRD# 2556011Firm CRD# 156345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Markowski · TAMPA, FL

Registration

CRD #2556011 · COMPASS FINANCIAL MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

COMPASS FINANCIAL MANAGEMENT LLC

Sep 2018 – present

MARKOWSKI INVESTMENTS

May 2016 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 26, 2016

Years registered · 10

Disclosure History

1996Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

COMPASS FINANCIAL MANAGEMENT LLC

CRD 156345 · SEC 801-118185

AUM

$409M

Regulatory assets under management

Employees

1,131 client accounts

Services offered by COMPASS FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Markowski offer?

Christopher Markowski specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TAMPA, Florida for a consultation.

What are Christopher Markowski's credentials?

Christopher Markowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Markowski located?

Christopher Markowski is based in TAMPA, Florida, working with COMPASS FINANCIAL MANAGEMENT LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Christopher Markowski charge for services?

Christopher Markowski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS FINANCIAL MANAGEMENT LLC?

COMPASS FINANCIAL MANAGEMENT LLC has approximately 20 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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