Marek P Pfeil
Investment adviser representative at Harmony Point Wealth Advisors, Inc.
12 yearsExperience
2 statesRegistered in
$263.2MFirm assets
3 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- World Investments, Inc.Oct 2025 to now
- Harmony Point Wealth Advisors, Inc.Sep 2022 to now
- Pensionmark Securities, LLCApr 2019 to now
- World Investment AdvisorsApr 2019 to now
- Sageview Advisory GroupDec 2015 to Mar 2019
- Cetera Advisor NetworksOct 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Harmony Point Wealth Advisors, Inc.
$263.2MAssets managed
272Clients
1Advisers
3 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
- 5566488
- Firm CRD
- 323643