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Marie A Zaczek

LYTLE INVESTMENT SERVICES CORP.·GRAND ISLAND, New York
Clean recordLYTLE INVESTMENT SERVICES CORP.
101 LANG BOULEVARD, GRAND ISLAND, NY 14072CRD# 2840036Firm CRD# 297591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marie A Zaczek · GRAND ISLAND, NY
Registration
CRD #2840036 · LYTLE INVESTMENT SERVICES CORP.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marie A Zaczek is a registered financial advisor based in GRAND ISLAND, New York, affiliated with LYTLE INVESTMENT SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LYTLE INVESTMENT SERVICES CORP.
LYTLE INVESTMENTS
AUM
$67M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LYTLE INVESTMENT SERVICES CORP. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2840036
Firm CRD# 297591
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marie A Zaczek offer?
Marie A Zaczek specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRAND ISLAND, New York for a consultation.
What are Marie A Zaczek's credentials?
Marie A Zaczek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marie A Zaczek located?
Marie A Zaczek is based in GRAND ISLAND, New York, working with LYTLE INVESTMENT SERVICES CORP.. Their office serves clients in the GRAND ISLAND metropolitan area and surrounding communities.
How does Marie A Zaczek charge for services?
Marie A Zaczek'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 LYTLE INVESTMENT SERVICES CORP.?
LYTLE INVESTMENT SERVICES CORP. has approximately 6 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LYTLE INVESTMENT SERVICES CORP.

Julius William Aebly
GRAND ISLAND, NY

More Advisors in GRAND ISLAND, New York

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Thomas Allen Lytle
LYTLE INVESTMENT SERVICES CORP·GRAND ISLAND, NY

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