Mark Wojtowicz

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2014 → 03/2019
  Voya Financial Advisors
  Des Moines, IA
• 04/2019 → 12/2021
  Massmutual
  Springfield, MA
• 04/2019 → 12/2021
  Mml Investors Services, Llc
  Springfield, MA
• 03/2019 → 04/2019
  Unemployed
  Glastonbury, CT
• 01/2022 → 05/2022
  Assetmark Brokerage, Llc
  Glastonbury, CT
• 01/2022 → 05/2022
  Assetmark Financial, Inc
  Glastonbury, CT
• 05/2022 → Present
  Cetera Wealth Services, Llc
  Glastonbury, CT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2023 → Present
  Cetera Advisors Llc
  St. Cloud, MN

Previous Registrations

• 2022-02-14 → 2022-05-26
  Assetmark, Inc.
  Glastonbury, CT
  Concord, CA
• 2019-05-24 → 2022-01-04
  Mml Investors Services, Llc
  Springfield, MA
• 2015-02-13 → 2019-03-18
  Voya Financial Advisors, Inc.
  Glastonbury, CT
  Windsor, CT
• 2013-08-07 → 2014-03-24
  Globalt Investments
  Atlanta, GA
• 2013-04-19 → 2013-08-06
  Globalt Inc
  Atlanta, GA
• 2012-03-02 → 2012-09-17
  Globalt Inc
  Atlanta, GA
• 2004-05-13 → 2011-12-13
  Bny Mellon Advisors, Inc.
  New York, NY
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-04
• S63 Uniform Securities Agent State Law Examination
  1995-10-23

Other Names

• Mark Wojo