Michael L. Wojcik
Professional summary
Michael Lewis Wojcik, who also goes by Michael Lewis Wojcik Jr, Michael Lewis Wojcik Jr., is a registered financial advisor currently at PINE VALLEY INVESTMENTS located in Marlton, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lewis Wojcik's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 8, 2021 - Present
PINE VALLEY INVESTMENTS
Office #1: 10 E. Stow Rd. Suite 200, Marlton, NJ 08053November 1, 2019 - June 9, 2020
VANGUARD ADVISERS, INC.
July 7, 2014 - June 9, 2020
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
PINE VALLEY INVESTMENTS
CRD#: 173995 / SEC#: 801-80742
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/8/2021)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
PINE VALLEY INVESTMENTS
CRD#: 173995 / SEC#: 801-80742
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,152 |
| AUM (Assets Under Management) | $ 2,183,420,313 |
Red Flags
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