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MD

Mark J. Dwyer

MOTTA WEALTH MANAGEMENT LLC
STONEHAM, MA
Some features on this profile are disabled
CRD#: 6087242
MD

Professional summary

Mark Joseph Dwyer, who also goes by Mark Dwyer, is a registered financial advisor currently at MOTTA WEALTH MANAGEMENT LLC located in Stoneham, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Mark has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Dwyer

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.
Name of business is UBER (not investment related). Nature of the business is Transportation. Position/Title is Driver. Start date is 10/31/16. Will devote approximately 30 hours/month to the business, zero hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Joseph Dwyer'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

September 30, 2024 - Present

MOTTA WEALTH MANAGEMENT LLC

RIA
CRD#: 329970
STONEHAM, MA
Past

February 28, 2017 - January 23, 2024

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

August 1, 2012 - January 23, 2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
Boston, MA

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
(9/30/2024)
IAR
Nevada
(10/2/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/4/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/30/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MOTTA WEALTH MANAGEMENT LLC
D-NYCE LTD | MOTTA WEALTH MANAGEMENT LLC | MOTTA FINANCIAL WEALTH MANAGEMENT LLC | MOTTA FINANCIAL

CRD#: 329970 / SEC#:

Massachusetts
Registered Investment Advisory firm - (9/30/2024 Approved)
Nevada
Registered Investment Advisory firm - (10/1/2024 Approved)
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Contact information

Main Address
Stoneham, MA
Mailing Address
Phone number
(702) 514-6055
Established
Firm type
Fiscal year end
# of Employees
1

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.

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Company Information

MOTTA WEALTH MANAGEMENT LLC

CRD#: 329970Stoneham, MA

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