MS
CFP
MS
CFP

Marcin Swiderski

23 Years of Experience
Henderson, NC
Broker

Marcin Swiderski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Henderson, NC, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

236 Dabney Drive, Henderson, NC, 27536

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.Broker
October 2024 - May 2025 · 7 mos
Cuso Financial Services, L.P.
October 2024 - May 2025 · 7 mos
Gwn Securities INC.
November 2020 - October 2024 · 3 yrs 11 mos
Gwn Securities INC.
January 2017 - November 2020 · 3 yrs 10 mos
Gwn Securities INC.Broker
August 2016 - October 2024 · 8 yrs 2 mos
Gwn Securities INC.
August 2016 - January 2017 · 5 mos
Legend Advisory Corporation
February 2011 - August 2016 · 5 yrs 6 mos
Legend Equities CorporationBroker
October 2010 - August 2016 · 5 yrs 10 mos
VALIC Financial Advisors, INC.
March 2005 - November 2010 · 5 yrs 8 mos
VALIC Financial Advisors, INC.Broker
February 2005 - November 2010 · 5 yrs 9 mos
American Express Financial Advisors INC.Broker
April 1998 - April 2000 · 2 yrs
Ids Life Insurance CompanyBroker
April 1998 - April 2000 · 2 yrs
State Registrations11 states
ALFLIAMONCNYOHOKSCTXVA
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.