Mary Evelyn Sobataka
Investment adviser representative at Mwa Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$640MFirm assets
10 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
Experience
11 years in the industry.
- Mwa Financial Services Inc.Jan 2025 to now
- Modern Woodmen of AmericaAug 2024 to now
- Mary Sobataka Softball LessonsAug 2023 to Oct 2024
- Beast North CarolinaJul 2023 to Aug 2023
- Nutrition RevolutionJul 2023 to Aug 2023
- Figure Eight Island Yacht ClubJun 2022 to Aug 2022
- University of North Carolina WilmingtonAug 2021 to Jul 2024
- Food LionApr 2020 to Jul 2020
- Coastal Carolina UniversityAug 2019 to Jul 2021
- Patterson FarmsJun 2018 to Jul 2018
- West Rowan High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 8038171
- Firm CRD
- 112630