Unclaimed Profile

Mark A Nowak

B&L ASSET MANAGEMENT LLC·BOSTON, Massachusetts

Series 65Clean record15 years registeredB&L ASSET MANAGEMENT LLC

125 HIGH STREET, BOSTON, MA 02110CRD# 5877827Firm CRD# 108191

Profile Verification

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

Identity

Mark A Nowak · BOSTON, MA

Registration

CRD #5877827 · B&L ASSET MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

MCCARTER PRIVATE WEALTH SERVICES LLC

May 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 16, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCCARTER PRIVATE WEALTH SERVICES LLC

CRD 108191 · SEC 801-54171

AUM

$381M

Regulatory assets under management

Employees

197 client accounts

Services offered by MCCARTER PRIVATE WEALTH SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MCCARTER PRIVATE WEALTH SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Mark A Nowak offer?

Mark A Nowak specializes in Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Mark A Nowak's credentials?

Mark A Nowak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark A Nowak located?

Mark A Nowak is based in BOSTON, Massachusetts, working with B&L ASSET MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Mark A Nowak charge for services?

Mark A Nowak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is B&L ASSET MANAGEMENT LLC?

B&L ASSET MANAGEMENT LLC has approximately 5 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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