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Ethan Joseph Kohanik

Investment adviser representative at Mycio Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
$15.8BFirm assets
21 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Mycio Wealth Partners, LLCJul 2022 to now
  2. LPL FinancialJun 2021 to Jul 2022
  3. Equitable AdvisorsOct 2019 to Jun 2021
  4. Auntie Anne'sMay 2019 to Sep 2019
  5. Babson CollegeSep 2017 to Jun 2020
  6. LollipopsJun 2014 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

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

Mycio Wealth Partners, LLC

$15.8BAssets managed
943Clients
34Advisers
21 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
7201872
Firm CRD
134436
Advisor's SEC record (opens in a new tab)
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