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Mark Steven Wojcinski

Investment adviser representative at Pathway Partners Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$78.9MFirm assets
2 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.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Pathway Partners Wealth Advisors, LLCJan 2023 to now
  2. American PortfoliosJul 2019 to Dec 2022
  3. Gwn SecuritiesJul 2014 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NY).

Pathway Partners Wealth Advisors, LLC

$78.9MAssets managed
367Clients
6Advisers
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
6332958
Firm CRD
323507
Advisor's SEC record (opens in a new tab)
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