Nathan R. Tomkiewicz

TOMKIEWICZ WEALTH MANAGEMENT

WYNANTSKILL, NY

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CRD#: 6837450

Professional summary

Nathan Robert Tomkiewicz, who also goes by Nate Tomkiewicz, Nathan Tomkiewicz, is a registered financial advisor currently at TOMKIEWICZ WEALTH MANAGEMENT located in Wynantskill, New York.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Tomkiewicz | Nathan Tomkiewicz

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 Nathan Robert Tomkiewicz'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

May 23, 2025 - Present

TOMKIEWICZ WEALTH MANAGEMENT

RIA

CRD#: 336571

WYNANTSKILL, NY

Past

September 21, 2017 - April 17, 2025

BERKSHIRE MONEY MANAGEMENT, INC.

RIA

CRD#: 124873

DALTON, 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
(9/5/2025)

IAR

New York
(5/23/2025)

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 65

Date: 9/21/2017

Uniform Investment Adviser Law Examination

Current Firm

TOMKIEWICZ WEALTH MANAGEMENT

TOMKIEWICZ WEALTH MANAGEMENT | TOMKIEWICZ WEALTH MANAGEMENT, LLC

CRD#: 336571 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/5/2025 Approved)

New York

Registered Investment Advisory firm - (5/23/2025 Approved)

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Contact information

Main Address

Wynantskill, NY

Mailing Address

Po Box 39, Wynantskill, NY 12198

Phone number

(518) 219-7323

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nathan R. Tomkiewicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Robert Tomkiewicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOMKIEWICZ WEALTH MANAGEMENT

BERKSHIRE MONEY MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2017

Current Firm

TOMKIEWICZ WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

TOMKIEWICZ WEALTH MANAGEMENT

TRUST BUT VERIFY

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