JW
JW

John Witek

24 Years of Experience
Trumbull, CT

John Witek is a registered investment advisor at Sladek & Witek, LLP, based in Trumbull, CT, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 155 clients with $78M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$78.0M

Fee Structure

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

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Location

115 Technology Drive, Suite B-207, Trumbull, CT, 06611

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a partner in a CPA firm, working full-time under the same name and address.

Employment History
Current Registrations
Sladek & Witek, LLP
January 2002 - Present · 24 yrs 4 mos
State Registrations1 state
CT
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.