Katarzyna Anna Marczyk
Investment adviser representative at Anchor Wealth Management Group LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$233MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Anchor Wealth Management, LLCJun 2024 to now
- Anchor Wealth Management Group, LLCOct 2010 to now
- J.W. Cole Advisors, Inc.Nov 2010 to Aug 2024
- J.W. Cole Financial, Inc.Nov 2010 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Anchor Wealth Management Group LLC
$233MAssets managed
209Clients
1Advisers
2 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
- 4990159
- Firm CRD
- 329286