Katarzyna A. Marczyk

ANCHOR WEALTH MANAGEMENT GROUP LLC

WEST PALM BEACH, FL 33401

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CRD#: 4990159

Professional summary

Katarzyna Anna Marczyk, CFP®, who also goes by Kasia Marczyk, Katarzyna Anna Salwerowicz, is a registered financial advisor currently at ANCHOR WEALTH MANAGEMENT GROUP LLC located in West Palm Beach, Florida.

Katarzyna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Katarzyna has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kasia Marczyk | Katarzyna Anna Salwerowicz

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.

(1) VARIOUS INSURANCE COMPANIES; FOR PROFIT; NOT A SELF EMPLOYMENT ARRANGEMENT; NO PERCENTAGE OF CONTROL; NOT HIRED AS AN EMPLOYEE; SCOPE OF RELATIONSHIP WITH BUSINESS - AGENT/FINANCIAL ADVISOR; NOT RAISING CAPITAL; NATURE OF BUSINESS - INSURANCE SALES IN LIFE, DISABILITY, HEALTH & LTC; POSITION/TITLE - AGENT/FINANCIAL ADVISOR; NOT AN INVESTMENT RELATED ACTIVITY; START DATE - SEPT 2010; HOURS DEVOTED PER WEEK 5 WITH 2 DURING TRADING; NO ACCESS TO COMPANY MONEY; DUTIES - ILLUSTRATIONS, ADMINISTRATION, SALES & SERVICE OF LIFE, DISABILITY, HEALTH & LTC INSURANCE. (2) OYSTER BAY HOLDINGS, LLC - NON-INVESTMENT RELATED - 120 S OLIVE AVE SUITE 400 WEST PALM BEACH, FL 33401 - 10/1/18 - REAL ESTATE HOLDING COMPANY TO MANAGE OFFICE SPACE - 1 HR PER MONTH NOT DURING TRADING HRS (3) KAM BUSINESS CONSULTING LLC- NON-INVESTMENT RELATED - 120 S OLIVE AVE SUITE 400 WEST PALM BEACH, FL 33401 - 12/2023 - CONSULTING MANAGEMENT COMPANY - 20 HR PER MONTH NOT DURING TRADING HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katarzyna Anna Marczyk's CRS (Customer Relationship Summary).

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: 2009

Experience

Current

June 24, 2024 - Present

ANCHOR WEALTH MANAGEMENT GROUP LLC

Office #1: 120 S. Olive Ave, Suite 400, West Palm Beach, FL 33401

RIA

CRD#: 329286

WEST PALM BEACH, FL

Past

December 3, 2010 - September 9, 2024

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

WEST PALM BEACH, FL

Past

November 12, 2010 - June 20, 2024

J.W. COLE FINANCIAL, INC.

CRD#: 124583

WEST PALM BEACH, FL

Past

September 3, 2009 - November 5, 2010

BREWER INVESTMENT ADVISORS LLC

RIA

CRD#: 134631

WEST PALM, FL

Past

September 3, 2009 - November 5, 2010

BREWER FINANCIAL SERVICES, LLC

CRD#: 132558

WEST PALM BEACH, FL

Past

August 17, 2005 - September 9, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BOCA RATON, FL

Past

August 5, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 5, 2005 - September 9, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BOCA RATON, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANCHOR WEALTH MANAGEMENT GROUP LLC

CRD#: 329286 / SEC#: 801-129794

RIA

Registered Investment Advisory firm - (3/29/2024 Approved)

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

Florida
(6/24/2024)

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: 8/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2005

General Securities Representative Examination

Current Firm

ANCHOR WEALTH MANAGEMENT GROUP LLC

CRD#: 329286 / SEC#: 801-129794

RIA

Registered Investment Advisory firm - (3/29/2024 Approved)

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Contact information

Main Address

120 S. Olive Ave, Suite 400, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 228-8688

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B (6/4/2025)

Regulatory assets under management

Total Number of Accounts	617
AUM (Assets Under Management)	$ 204,994,411

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Katarzyna A. Marczyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katarzyna Anna Marczyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

BREWER INVESTMENT ADVISORS LLC

BREWER FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ANCHOR WEALTH MANAGEMENT GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2005

Current Firm

ANCHOR WEALTH MANAGEMENT GROUP LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANCHOR WEALTH MANAGEMENT GROUP LLC

TRUST BUT VERIFY

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