MP
MP

Marek Pfeil

11 Years of Experience
Santa Barbara, CA
Broker

Marek Pfeil is a registered investment advisor, based in Santa Barbara, CA, with 11 years of industry experience.

Location

24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101

Get directions

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.

Learn about disclosures →
Other Business Activities

Marek is a council member for Gerson Lehrman Group, Inc. and a member of Guidepoint Global, LLC, providing information on investment management and retirement industries for both, dedicating minimal time to each. Marek is also a Registered Representative with Pensionmark Securities, LLC and an Investment Adviser Representative with World Investment Advisors, LLC.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
Harmony Point Wealth Advisors, INC.
November 2022 - Present · 3 yrs 6 mos
World Investment Advisors, LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Pensionmark Securities, LLCBroker
April 2019 - October 2025 · 6 yrs 6 mos
Sageview Advisory Group, LLC
December 2015 - March 2019 · 3 yrs 3 mos
Cetera Advisor Networks LLCBroker
December 2014 - March 2019 · 4 yrs 3 mos
State Registrations2 states
CATX
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.
Marek Pfeil - Financial Advisor | TrueAdvisor