Joseph Eugene Bartnicki

Employer firm

Mma Asset Management LLC CRD 155426

$788M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 05/2019
  The Centurion Group, Llc
  Plymouth Meeting, PA
• 12/2014 → 01/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2019 → Present
  Mma Securities Llc
  Conshohocken, PA
• 05/2019 → Present
  Marsh & Mclennan Agency Llc
  Conshohocken, PA

Previous Registrations

• 2011-01-03 → 2019-12-31
  The Centurion Group, Llc
  Plymouth Meeting, PA
• 2010-01-04 → 2010-12-01
  Nrp Advisors, Inc.
  Plymouth Meeting, PA
  Bryan, OH

Other Businesses

1. Investment adviser representative of MMA ASSET MANAGEMENT LLC (8 Tower Bridge Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. STARTED IN 2009. 2HRS/ MONTH 2. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency" 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities (up to approximately 99% of his time) for MMA Agency (e.g. support for its health & benefits services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-17
• S63 Uniform Securities Agent State Law Examination
  1994-07-28

Other Names

• Joseph Eugene Bartnicki