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Mark Bronowich

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CRD#: 5396868
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Bronowich was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2009. Mark had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 1, 2021 - May 18, 2022

CAPITAL ONE INVESTING, INC.

RIA
CRD#: 285084
Holmdel, NJ
Past

November 9, 2018 - August 1, 2019

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
Edison, NJ
Past

January 28, 2015 - October 31, 2017

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
SEATTLE, WA
Past

January 2, 2015 - October 31, 2017

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
NEW YORK, NY
Past

April 5, 2013 - January 28, 2015

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
MELVILLE, NY
Past

April 5, 2013 - January 2, 2015

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
NEW YORK, NY
Past

January 6, 2010 - July 27, 2012

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

November 4, 2009 - July 27, 2012

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CO
CAPITAL ONE INVESTING, INC.
CAPITAL ONE INVESTING, INC. | UNITED INCOME, INC.

CRD#: 285084 / SEC#: 801-111630

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Contact information


Main Address
1600 Capital One Drive 22nd Floor, Mclean, VA 22102
Mailing Address
Phone number
(202) 539-1039
Established
Firm type
Fiscal year end
# of Employees
73

Documents


Latest Form ADV

Part 2 Brochures

UNITED INCOME, INC. - FORM ADV PART 2A APPENDIX 1_UIWP (MARCH 30, 2020) (3/31/2022)

Regulatory assets under management


Total Number of Accounts1,089
AUM (Assets Under Management)$ 920,140,975

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2022
Cover Page

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.

Company Information


CAPITAL ONE INVESTING, INC.

CRD#: 285084

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