MZ
ChFC
MZ
ChFC
Matthew Zanowiak
42 Years of Experience
Lancaster, PA
5 DisclosuresBrokerSells Insurance
Matthew Zanowiak is a ChFC-designated registered investment advisor, based in Lancaster, PA, with 42 years of industry experience.
Location
1271 Lititz Pike, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (5)
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Regulatory
June 2021Final
Customer Dispute
July 2014Closed-No Action
Customer Dispute
March 2010Settled
Customer Dispute
March 2009Closed-No Action
Regulatory
September 2003Final
Other Business ActivitiesSells Insurance
Matthew owns First Pointe Tax Services, providing accounting, bookkeeping, and payroll services, dedicating minimal time. He is also an independent insurance agent for various independent insurance companies and an advisory representative of a RIA, dedicating full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2024 - Present · 1 yr 6 mos
Cambridge Investment Research Advisors, INC.
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Cadaret Grant & CO INC
April 2009 - November 2024 · 15 yrs 7 mos
Cadaret, Grant & CO., INC.Broker
February 2002 - November 2024 · 22 yrs 9 mos
Park Avenue Securities LLCBroker
May 1999 - February 2002 · 2 yrs 9 mos
Guardian Investor Services CorporationBroker
April 1994 - May 1999 · 5 yrs 1 mo
John Hancock Distributors, INC.Broker
June 1983 - March 1994 · 10 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
June 1983 - March 1994 · 10 yrs 9 mos
State Registrations9 states
AZGAMSNCNJOHPATNVA
AdvisorBrokerBoth
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.