Adam R. Wojtkowski

COPPER BEECH WEALTH MANAGEMENT

Mansfield, MA 02048

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CRD#: 4803455

Professional summary

Adam Richard Wojtkowski, CFP®, CPWA® is a registered financial advisor currently at COPPER BEECH WEALTH MANAGEMENT located in Mansfield, Massachusetts.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Adam has worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Richard Wojtkowski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-10-12

Expire date: 2023-09-30

Experience

Current

September 23, 2022 - Present

COPPER BEECH WEALTH MANAGEMENT

Office #1: 20 Cabot Blvd. Suite 300 Mansfield, Mansfield, MA 02048

RIA

CRD#: 321059

Mansfield, MA

Past

February 11, 2022 - December 21, 2022

NORTHWEST ASSET MANAGEMENT

RIA

CRD#: 147923

Mansfield, MA

Past

July 16, 2019 - February 25, 2022

SMITH SALLEY WEALTH MANAGEMENT

RIA

CRD#: 129614

Walpole, MA

Past

February 24, 2014 - June 26, 2019

BEAUMONT FINANCIAL PARTNERS LLC

RIA

CRD#: 108345

NEEDHAM, MA

Past

April 24, 2013 - February 7, 2014

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

MEDFORD, MA

Past

April 23, 2013 - February 7, 2014

CITIZENS SECURITIES, INC.

CRD#: 39550

MEDFORD, MA

Past

December 19, 2012 - April 17, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

WALTHAM, MA

Past

December 13, 2012 - April 17, 2013

LPL FINANCIAL LLC

CRD#: 6413

WALTHAM, MA

Past

December 22, 2008 - December 17, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FRAMINGHAM, MA

Past

March 2, 2006 - December 14, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FRAMINGHAM, MA

Past

June 27, 2005 - January 20, 2006

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

July 26, 2004 - July 13, 2005

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/23/2022)

IAR

Michigan
(9/15/2025)

IAR

Rhode Island
(1/5/2023)

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

State Security Law Exam

IAR

Series 66

Date: 12/13/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/23/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/7/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/19/2007

General Securities Sales Supervisor - Options Module Examination

Current Firm

COPPER BEECH WEALTH MANAGEMENT

COPPER BEECH WEALTH MANAGEMENT | COPPER BEECH WEALTH MANAGEMENT, LLC

CRD#: 321059 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/23/2022 Approved)

Michigan

Registered Investment Advisory firm - (9/15/2025 Approved)

Rhode Island

Registered Investment Advisory firm - (1/5/2023 Approved)

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Contact information

Main Address

20 Cabot Blvd. Suite 300 Mansfield, Mansfield, MA 02048

Mailing Address

Phone number

(508) 290-0550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 65,273,626

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Adam R. Wojtkowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Richard Wojtkowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWEST ASSET MANAGEMENT

SMITH SALLEY WEALTH MANAGEMENT

BEAUMONT FINANCIAL PARTNERS LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

IFMG SECURITIES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2008

Series 63

Date: 8/9/2004

Series 7

Date: 3/16/2006

Series 6

Date: 7/23/2004

Series 10

Date: 1/7/2008

Series 9

Date: 10/19/2007

Current Firm

COPPER BEECH WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COPPER BEECH WEALTH MANAGEMENT

TRUST BUT VERIFY

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