MC
MC

Mr. Chwastyk

50 Years of Experience
Harrisburg, PA
Broker

Mr. Chwastyk is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Harrisburg, PA, with 50 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

212 Locust Street, Locust Court Building, 6th Floor, Harrisburg, PA, 17101

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

Mr. is an associate/employee at Fulton Bank and Fulton Financial Advisors since 2019, working as a financial advisor full-time at both. He is also the founder of the Hanover Caddy Foundation, a non-profit, and intends to assist in soliciting funds and maintaining its Facebook page, dedicating minimal time to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 1994 - Present · 31 yrs 5 mos
Previous Registrations
Raymond James Financial Services
December 1999 - January 2009 · 9 yrs 1 mo
Prudential Securities IncorporatedBroker
August 1991 - December 1994 · 3 yrs 4 mos
Dean Witter Reynolds INC.Broker
July 1978 - August 1991 · 13 yrs 1 mo
Bache Halsey Stuart INC.Broker
August 1976 - September 1977 · 1 yr 1 mo
Bache & CO IncorporatedBroker
February 1976 - August 1976 · 6 mos
Bache & CO., IncorporatedBroker
February 1975 - February 1976 · 1 yr
State Registrations17 states
CACODCDEFLMDMIMNMTNCNJPASCTXVAWAWI
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.