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Michael Lewis Wojcik

Pine Valley Investments

Marlton, NJ

CRD 5851351

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Employer firm

Pine Valley Investments CRD 173995

$2.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Pine Valley Investments

10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-11-08
  • NJ RA
    APPROVED
    Since 2021-11-08

Branch Locations

10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 06/2014 06/2020
Pine Valley Investments Cherry Hill NJ 06/2020 Present
Pine Valley Investments Cherry Hill NJ 06/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-29
S63 Uniform Securities Agent State Law Examination 2014-07-16
  • S66 Uniform Combined State Law Examination
    2019-10-29
  • S63 Uniform Securities Agent State Law Examination
    2014-07-16
Other Names
  • Michael Lewis Wojcik
  • Michael Lewis Wojcik
  • Michael Lewis Wojcik
  • Michael Lewis Wojcik

View on SEC IAPD

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Nearby Investors

ALLISON TAYLOR CASEY
Douglass F Ergood, Jr
PAUL D WAMPLER

Nearby Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ

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