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Maureen (nmn) Mackowski

C2C WEALTH MANAGEMENT, LLC·MANSFIELD, Massachusetts
SIE, Series 7, Series 63, Series 65Clean record23 years registeredC2C WEALTH MANAGEMENT, LLC
272 CHAUNCY STREET, MANSFIELD, MA 02048CRD# 867207Firm CRD# 284148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maureen (nmn) Mackowski · MANSFIELD, MA
Registration
CRD #867207 · C2C WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

UHLMANN INVESTMENT MANAGEMENT, L.L.C.
Oct 2025 – present
UHLMANN PRICE SECURITIES, LLC
Sep 2022 – present
C2C WEALTH MANAGEMENT, LLC
Nov 2016 – Jan 2024
Sausalito, CA
LINCOLN FINANCIAL ADVISORS CORPORATION
Mar 2003 – Nov 2016
SAUSALITO, CA
UBS PAINEWEBBER INC.
Sep 2002 – Mar 2003
WELLESLEY, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 19, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
C2C WEALTH MANAGEMENT, LLC
CRD 284148 · SEC 801-110173
AUM
$191M
Regulatory assets under management
Employees
2
491 client accounts
Services offered by C2C WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at C2C WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Maureen (nmn) Mackowski offer?
Maureen (nmn) Mackowski specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MANSFIELD, Massachusetts for a consultation.
What are Maureen (nmn) Mackowski's credentials?
Maureen (nmn) Mackowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maureen (nmn) Mackowski located?
Maureen (nmn) Mackowski is based in MANSFIELD, Massachusetts, working with C2C WEALTH MANAGEMENT, LLC. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Maureen (nmn) Mackowski charge for services?
Maureen (nmn) Mackowski'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 C2C WEALTH MANAGEMENT, LLC?
C2C WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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MANSFIELD, MA

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