Mark A. Zywiol

STONEBROOK PRIVATE LLC

Northville, MI 48167

Some features on this profile are disabled

CRD#: 6645201

Professional summary

Mark Anthony Zywiol, CFP®, who also goes by Mark Zywiol, is a registered financial advisor currently at STONEBROOK PRIVATE LLC located in Northville, Michigan.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mark has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Zywiol

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 Mark Anthony Zywiol's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

April 17, 2024 - Present

STONEBROOK PRIVATE LLC

Office #1: 182 E Main Street, Northville, MI 48167

RIA

CRD#: 325434

Northville, MI

Past

November 15, 2021 - April 12, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Troy, MI

Past

November 15, 2021 - April 12, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Troy, MI

Past

June 23, 2020 - November 17, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ANN ARBOR, MI

Past

June 16, 2020 - November 3, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ANN ARBOR, MI

Past

October 5, 2017 - May 27, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

BIRMINGHAM, MI

Past

July 10, 2017 - May 27, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

BIRMINGHAM, MI

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".

STONEBROOK PRIVATE LLC

STONEBROOK PRIVATE INC. | STONEBROOK PRIVATE LLC

CRD#: 325434 / SEC#: 801-127617

RIA

Registered Investment Advisory firm - (4/7/2023 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

Michigan
(4/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2017

General Securities Representative Examination

Current Firm

STONEBROOK PRIVATE LLC

STONEBROOK PRIVATE INC. | STONEBROOK PRIVATE LLC

CRD#: 325434 / SEC#: 801-127617

RIA

Registered Investment Advisory firm - (4/7/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

182 E Main Street, Northville, MI 48167

Mailing Address

Phone number

(248) 349-3027

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONEBROOK PRIVATE ADV PART 2A 5-14-2025 (5/22/2025)

STONEBROOK WRAP FEE PROGRAM SCHWAB 5-16-2025 (5/22/2025)

STONEBROOK PRIVATE WRAP BROCHURE 02-07-2025 (2/10/2025)

Regulatory assets under management

Total Number of Accounts	3,848
AUM (Assets Under Management)	$ 794,216,860

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.

Similar Advisors

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark A. Zywiol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Anthony Zywiol's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

STONEBROOK PRIVATE LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/8/2017

Current Firm

STONEBROOK PRIVATE LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBROOK PRIVATE LLC

TRUST BUT VERIFY

Similar Advisors