Jeffrey T. Kaczmarczyk

TRISTATE WEALTH ADVISORS

NEWARK, DE 19711

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CRD#: 7367545

Professional summary

Jeffrey Thomas Kaczmarczyk II, CFA, who also goes by Jeffrey Thomas Kaczmarczyk, is a registered financial advisor currently at TRISTATE WEALTH ADVISORS located in Newark, Delaware.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Thomas Kaczmarczyk

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 Jeffrey Thomas Kaczmarczyk II'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®

CFA

Chartered Financial Analyst

Experience

Current

January 15, 2025 - Present

TRISTATE WEALTH ADVISORS

Office #1: 263 E Main St #b, Newark, DE 19711

RIA

CRD#: 333345

NEWARK, DE

Past

June 30, 2021 - February 1, 2025

BLUE ROCK FINANCIAL GROUP

RIA

CRD#: 298558

REHOBOTH BEACH, DE

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

Delaware
(1/15/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2014

Uniform Investment Adviser Law Examination

Current Firm

TRISTATE WEALTH ADVISORS

TRI-STATE WEALTH ADVISORS, LLC | TRISTATE WEALTH ADVISORS

CRD#: 333345 / SEC#:

Delaware

Registered Investment Advisory firm - (11/19/2024 Approved)

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Contact information

Main Address

263 E Main St #b, Newark, DE 19711

Mailing Address

Phone number

(302) 556-6556

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Jeffrey T. Kaczmarczyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Kaczmarczyk II's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRISTATE WEALTH ADVISORS

BLUE ROCK FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2014

Current Firm

TRISTATE WEALTH ADVISORS

Contact information

Documents

Red Flags

Company Information

TRISTATE WEALTH ADVISORS

TRUST BUT VERIFY

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