MW
Markus W. Widmer
PROVENTUS AG
Zurich, 8034
Some features on this profile are disabled
CRD#: 6171634
MW
Professional summary
Markus Werner Widmer, who also goes by Markus Widmer, is a registered financial advisor currently at PROVENTUS AG .
Markus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Markus has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Markus Widmer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Markus Werner Widmer'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®
NoneExperience
Current
May 13, 2013 - Present
PROVENTUS AG
Office #1: Feldeggstrasse 12, Zurich 8034RIA
CRD#: 167142
Zurich,
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".
PA
PROVENTUS AG
PROVENTUS AG | PROVENTUS LTD. | PROVENTUS AG VERMÖGENSVERWALTUNG
CRD#: 167142 / SEC#: 801-77962
RIA
Registered Investment Advisory firm - (5/3/2013 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
Texas(5/13/2013)
Exams
Current Firm
PA
PROVENTUS AG
PROVENTUS AG | PROVENTUS LTD. | PROVENTUS AG VERMÖGENSVERWALTUNG
CRD#: 167142 / SEC#: 801-77962
RIA
Registered Investment Advisory firm - (5/3/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Feldeggstrasse 12, Zurich 8034
Mailing Address
Phone number
+41 44 217 83 83
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 644,319,936 |
Red Flags
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