MK
ChFC
MK
ChFC

Mark Kostrzewski

30 Years of Experience
Buffalo, NY
1 Disclosure

Mark Kostrzewski is a ChFC-designated registered investment advisor at Kostrzewski, Mark Benedict, based in Buffalo, NY, with 30 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 8 clients.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

120 West Tupper Street, Suite 103, Buffalo, NY, 14201

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History

Regulatory History (1)
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Regulatory
July 2019
Final
Other Business Activities

Mark is a general partner and managing member of Western New York Drilling Associates I, L.P. since 2012, and a managing partner and managing member of Western New York Drilling Associates Joint Venture, LLC since 2013. These activities involve oil and natural gas production and drilling, taking a few hours per week and minimal time, respectively.

Employment History
Current Registrations
Kostrzewski, Mark Benedict
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Equity Services, INC.Broker
February 1991 - March 2008 · 17 yrs 1 mo
MML Investors Services, INC.Broker
June 1982 - January 1991 · 8 yrs 7 mos
Massachusetts Mutual Life Insurance CompanyBroker
February 1982 - January 1988 · 5 yrs 11 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.