Mark Roszkowski
Mark Roszkowski is a registered investment advisor at World Investment Advisors, LLC, based in Wildwood Crest, NJ, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
5604 Pacific Avenue, Wildwood Crest, NJ, 08260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a member of Roszkowski Massood, LLC, an accounting practice, dedicating about half of his time to account services and tax preparation. He also works with TFS Insurance Agency, Inc. and Sunrise Financial Planning, selling mutual funds and annuities, which takes about full-time hours.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
C. J. M. Planning CORP.Broker
State Registrations6 states
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.