AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AC

Andrew S. Czarkowski

MOMENTUM WEALTH MANAGEMENT
NORTHFIELD, IL 60093
Some features on this profile are disabled
CRD#: 5795925
AC

Professional summary

Andrew Scott Czarkowski, who also goes by Andrew S Czarkowski, Andrew Scott Czarkowski, is a registered financial advisor currently at MOMENTUM WEALTH MANAGEMENT located in Northfield, Illinois.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew S Czarkowski | Andrew Scott Czarkowski

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 Andrew Scott Czarkowski'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®
None

Experience

Current

March 17, 2026 - Present

MOMENTUM WEALTH MANAGEMENT

Office #1: 191 Waukegan Rd. Suite 350, Northfield, IL 60093
RIA
CRD#: 333902
NORTHFIELD, IL
Past

July 7, 2023 - March 19, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NORTHBROOK, IL
Past

July 7, 2023 - March 19, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NORTHBROOK, IL
Past

December 23, 2019 - July 8, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SCHAUMBURG, IL
Past

December 23, 2019 - July 8, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SCHAUMBURG, IL
Past

August 27, 2019 - December 18, 2019

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHICAGO, IL
Past

July 16, 2019 - December 18, 2019

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHICAGO, IL
Past

October 1, 2012 - June 26, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WILMETTE, IL
Past

June 23, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
AUSTIN, TX

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
Illinois
(3/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/27/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/2/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/21/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MOMENTUM WEALTH MANAGEMENT
MOMENTUM WEALTH MANAGEMENT | MOMENTUM WEALTH MANAGEMENT LLC

CRD#: 333902 / SEC#:

Illinois
Registered Investment Advisory firm - (12/18/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
191 Waukegan Rd. Suite 350, Northfield, IL 60093
Mailing Address
Phone number
(847) 418-8820
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

MOMENTUM WEALTH MANAGEMENT

CRD#: 333902Northfield, IL 60093

TRUST BUT VERIFY

Monitor Andrew Czarkowski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.