MW
Mark S. Wojcinski
PATHWAY PARTNERS WEALTH ADVISORS
Amherst, NY 14226
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CRD#: 6332958
MW
Professional summary
Mark Steven Wojcinski is a registered financial advisor currently at PATHWAY PARTNERS WEALTH ADVISORS, LLC located in Amherst, New York.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mark has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Mark Wojcinski is the Licensed insurance agent. Mr. Wojcinski is involved in business development for The Advisor Network; Non Investment Related; 100 Corporate Pkwy, Suite 136 Amherst New York 14226; Description: Web platform for financial professional collaboration; Responsibilities: Solicit for a fee potential users of The Advisor Network's platform; Start date: 2024-10-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 3. Mr. Wojcinski is the Head of Sales and Outreach in Rising Tide Marketing Agency; Not Investment Related; 623 Sandlewood Dr Lewiston NY 14092; Description: Marketing and web design company; Responsibilities: Engaging business owners for marketing and web design support; 2025-09-15; 2 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Steven Wojcinski'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
January 6, 2023 - Present
PATHWAY PARTNERS WEALTH ADVISORS, LLC
Office #1: 100 Corporate Parkway Suite 136, Amherst, NY 14226RIA
CRD#: 323507
Amherst, NY
Past
January 5, 2023 - January 5, 2023
PATHWAY PARTNERS WEALTH ADVISORS, LLC
RIA
CRD#: 323507
AMHERST, NY
Past
December 6, 2022 - January 3, 2023
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
July 23, 2019 - January 3, 2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Lewiston, NY
Past
July 18, 2014 - July 24, 2019
GWN SECURITIES INC.
BD
CRD#: 128929
Youngstown, NY
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".
PP
PATHWAY PARTNERS WEALTH ADVISORS, LLC
PATHWAY PARTNERS WEALTH ADVISORS, LLC | WATCHTOWER FINANCIAL GROUP
CRD#: 323507 / SEC#: 801-130336
RIA
Registered Investment Advisory firm - (5/21/2024 Approved)New York
Registered Investment Advisory firm - (5/23/2024 Terminated)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
New York(1/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
PP
PATHWAY PARTNERS WEALTH ADVISORS, LLC
PATHWAY PARTNERS WEALTH ADVISORS, LLC | WATCHTOWER FINANCIAL GROUP
CRD#: 323507 / SEC#: 801-130336
RIA
Registered Investment Advisory firm - (5/21/2024 Approved)New York
Registered Investment Advisory firm - (5/23/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Corporate Parkway Suite 136, Amherst, NY 14226
Mailing Address
Phone number
(716) 929-6010
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 409 |
| AUM (Assets Under Management) | $ 58,027,060 |
Red Flags
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Company Information
PATHWAY PARTNERS WEALTH ADVISORS, LLC
CRD#: 323507Amherst, NY 14226TRUST BUT VERIFY
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