Matthew Markowski has been Director and CCO of Markowski Brothers Holding since January 2003, is a control person of the firm and directly owns between 25% and 50% of it.
Markowski Brothers Holding Corporation is a firm with $474M under management, 1,275 clients and 11 advisers across 9 offices, as of its March 2026 filing.
Matthew Markowski is Partner of Markowski Investments, based in Tampa. He has helped clients grow and protect their assets since 1999 and has experience in investment management and financial preparation services.
Matthew Markowski’s longest registration is the current one, 19 years at Markowski Brothers Holding since 2007.
- Compass Financial Management LLCAlso current– present · 8 yearsTampa, FL · Adviser representative · Firm CRD 156345
- Markowski InvestmentsCurrent– present · 19 yearsTampa, FL · Adviser representative · Firm CRD 141883
Professional designations
Listed by Markowski Brothers Holding
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Markowski is registered as an investment adviser representative in Florida, since March 2007.
- FloridaSince 23 March 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 August 1998 |
| Series 7 | General Securities Representative Examination | 30 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 3092149
- Firm
- Markowski Brothers Holding · CRD 141883
- Role
- Director and CCO
- Office
- Tampa, FL
- Registration
- Investment adviser registration
- In the industry since
- July 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- minvest.com
Where does Matthew Markowski work?
Matthew Markowski has been Director and CCO of Markowski Brothers Holding Corporation since January 2003, and is a control person of the firm.
Is Matthew Markowski a financial advisor?
Yes. Matthew Markowski has a current investment-adviser registration in Florida, through Markowski Brothers Holding since March 2007.
How many years of experience does Matthew Markowski have?
Matthew Markowski has 28 years in the financial industry, since July 1998, across 2 adviser firms.
What exams has Matthew Markowski passed?
Matthew Markowski has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 1998. FINRA credited Matthew Markowski with the SIE, which began in October 2018.
Where is Matthew Markowski based?
Matthew Markowski’s registered office is in Tampa, FL.
Is Matthew Markowski registered with FINRA?
No. Matthew Markowski has no current broker registration.
Is Matthew Markowski a CFP?
Markowski Brothers Holding lists Matthew Markowski with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Markowski’s record?
Search CRD 3092149 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Markowski’s full registration record.
