AdvisorOS Directory
Claim Profile
SM

Stephen Michael Marciniak

MBL WEALTH, LLC·CHARLOTTE, North Carolina
Unclaimed Profile
301 S. MCDOWELL STREET, CHARLOTTE, NC 28204CRD# 2974790Firm CRD# 305176
01

About

Stephen Michael Marciniak is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with MBL WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MBL WEALTH, LLC
MBL ADVISORS
AUM
$946M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MBL WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2974790
Firm CRD# 305176
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Michael Marciniak offer?
Stephen Michael Marciniak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Stephen Michael Marciniak's credentials?
Stephen Michael Marciniak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Marciniak located?
Stephen Michael Marciniak is based in CHARLOTTE, North Carolina, working with MBL WEALTH, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Stephen Michael Marciniak charge for services?
Stephen Michael Marciniak'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 MBL WEALTH, LLC?
MBL WEALTH, LLC has approximately 10 employees and manages $946M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MBL WEALTH, LLC

Luther Amos Lockwood
CHARLOTTE, NC
Jonathan Warner Dry
CHARLOTTE, NC
William Read Morton
CHARLOTTE, NC
Brian Joseph Gift
CHARLOTTE, NC

More Advisors in CHARLOTTE, North Carolina

M. Timothy Corbett
BARINGS LLC·CHARLOTTE, NC
Roger William Crandall
BARINGS LLC·CHARLOTTE, NC
Jack Todd Mcminn
WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, NC
Anthony Mcdonald Lawrence
IP FINANCIAL ADVISORY SERVICES LLC·CHARLOTTE, NC
Christopher Kevin Grogan
CAROLINAS WEALTH CONSULTING LLC·CHARLOTTE, NC
Daniel James Mavico
WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile