Mark Benedict Kostrzewski
ChFC®, CLU®Professional Summary
Mark Benedict Kostrzewski, ChFC®, CLU® is a registered financial advisor currently at KOSTRZEWSKI, MARK BENEDICT located in Buffalo, New York. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Mark has worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
KOSTRZEWSKI, MARK BENEDICT
Contact Information
Main Address
120 West Tupper Street Suite 103, Buffalo, NY 14201Phone Number
(716) 855-1600# of Employees
1Documents
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/30/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Benedict Kostrzewski's CRS (Customer Relationship Summary).
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