Marcin Zdunek
Investment adviser representative at F/m Investments LLC
19 yearsExperience
1 stateRegistered in
$17.7BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- F/m Investments LLCJan 2025 to now
- F/m AccelerationNov 2019 to now
- Oakhurst Capital ManagementNov 2019 to now
- First Western Capital ManagementJul 2007 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
F/m Investments LLC
$17.7BAssets managed
5,780Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4679074
- Firm CRD
- 304405