Max Mickiewicz is a registered investment advisor at Capital Markets Services, LLC, based in Osprey, FL, with 13 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$125,000 - $500,000
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Location
Osprey, FL
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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 →Employment History
Current Registrations
Capital Markets Services, LLC
October 2025 - Present · 7 mos
Previous Registrations
Tpg Capital Bd, LLCBroker
July 2019 - February 2024 · 4 yrs 7 mos
Bofa Securities, INC.Broker
May 2019 - June 2019 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - May 2019 · 8 yrs 6 mos
Banc of America Securities LLCBroker
September 2010 - November 2010 · 2 mos
State Registrations1 state
FL
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.