Katarzyna Marczyk has been Managing Member/CCO of Anchor Wealth Management Group since October 2010, is a control person of the firm and directly owns 75% or more of it.
Anchor Wealth Management Group LLC is a West Palm Beach, FL firm with $233M under management, 209 clients and 1 adviser in one office, as of its March 2026 filing.
Katarzyna Marczyk’s longest registration was 13 years at J. W. Cole Advisors, Inc. (2010–2024). Before joining Anchor Wealth Management Group in 2024, Katarzyna Marczyk was registered through J. W. Cole Advisors, Inc. and Brewer Investment Advisors LLC.
- – present · 2 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 329286
- J. W. Cole Advisors, Inc.– · 13 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 112294
- Brewer Investment Advisors LLC– · 1 yearWest Palm, FL · Adviser representative · Firm CRD 134631
- Ameriprise Financial Services, Inc.– · 4 yearsBoca Raton, FL · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Katarzyna Marczyk is registered as an investment adviser representative in Florida, since June 2024.
- FloridaSince 24 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 August 2005 |
| Series 7 | General Securities Representative Examination | 4 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Katarzyna Anna Marczyk
- CRD
- 4990159
- Firm
- Anchor Wealth Management Group · CRD 329286
- Role
- Managing Member/CCO
- Office
- 120 S. OLIVE AVE,, SUITE 400, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Katarzyna Marczyk work?
Katarzyna Marczyk has been Managing Member/CCO of Anchor Wealth Management Group LLC since October 2010, and is a control person of the firm.
Is Katarzyna Marczyk a financial advisor?
Yes. Katarzyna Marczyk has a current investment-adviser registration in Florida, through Anchor Wealth Management Group since June 2024.
How many years of experience does Katarzyna Marczyk have?
Katarzyna Marczyk has 21 years in the financial industry, since August 2005, across 4 adviser firms.
What exams has Katarzyna Marczyk passed?
Katarzyna Marczyk has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2005. FINRA credited Katarzyna Marczyk with the SIE, which began in October 2018.
Where did Katarzyna Marczyk work before Anchor Wealth Management Group?
Before Anchor Wealth Management Group, Katarzyna Marczyk was registered through Brewer Investment Advisors LLC, September 2009 to November 2010; Ameriprise Financial Services, Inc., August 2005 to September 2009.
Where is Katarzyna Marczyk based?
Katarzyna Marczyk’s registered office is in West Palm Beach, FL.
Is Katarzyna Marczyk registered with FINRA?
No. Katarzyna Marczyk has no current broker registration.
How can I verify Katarzyna Marczyk’s record?
Search CRD 4990159 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katarzyna Marczyk’s full registration record.