Mark Nowak has been an investment adviser representative at McCarter Private Wealth Services since May 2011, and is not listed among the firm’s executive officers or direct owners.
McCarter Private Wealth Services LLC is a Boston, MA firm with $428M under management, 126 clients and 1 adviser in one office, as of its December 2025 filing.
- – present · 15 yearsBoston, MA · Adviser representative · Firm CRD 108191
Investment adviser representative registrations
Mark Nowak is registered as an investment adviser representative in Massachusetts, since May 2011.
- MassachusettsSince 16 May 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark A Nowak
- CRD
- 5877827
- Firm
- McCarter Private Wealth Services · CRD 108191
- Office
- 265 FRANKLIN STREET, Boston, MA 02110
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Nowak work?
Mark Nowak is an investment adviser representative registered through McCarter Private Wealth Services LLC since May 2011, and is not listed among the firm’s executive officers or direct owners.
Is Mark Nowak a financial advisor?
Yes. Mark Nowak has a current investment-adviser registration in Massachusetts, through McCarter Private Wealth Services since May 2011.
How many years of experience does Mark Nowak have?
Mark Nowak has 15 years in the financial industry, since May 2011, across 1 adviser firm.
What exams has Mark Nowak passed?
Mark Nowak passed the Series 65 in May 2011.
Where is Mark Nowak based?
Mark Nowak’s registered office is in Boston, MA.
Is Mark Nowak registered with FINRA?
No. Mark Nowak has no current broker registration.
How can I verify Mark Nowak’s record?
Search CRD 5877827 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Nowak’s full registration record.