Unclaimed Profile

Matthew Markowski

COMPASS FINANCIAL MANAGEMENT LLC·TAMPA, Florida

SIE, Series 7, Series 63CFPClean record19 years registeredCOMPASS FINANCIAL MANAGEMENT LLC

2422 W. SUNSET DRIVE, TAMPA, FL 33629CRD# 3092149Firm CRD# 156345

Profile Verification

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

Identity

Matthew Markowski · TAMPA, FL

Registration

CRD #3092149 · COMPASS FINANCIAL MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

COMPASS FINANCIAL MANAGEMENT LLC

Jul 2018 – present

MARKOWSKI INVESTMENTS

Mar 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · March 22, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Matthew Markowski offer?

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

What are Matthew Markowski's credentials?

Matthew Markowski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Markowski located?

Matthew 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 Matthew Markowski charge for services?

Matthew 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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