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Anna Wisniewski

Facet

West Palm Beach, FL

Capitol Heights, MD

CRD 7754461

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Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-09
TX RA APPROVED 2023-06-09
  • MD RA
    APPROVED
    Since 2023-06-09
  • TX RA
    APPROVED
    Since 2023-06-09

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Capitol Heights, MD • 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
Facet Baltimore MD 06/2021 Present
N/A Los Angeles CA 03/2020 06/2021
Murphy O'BRien Inc. Los Angeles CA 08/2010 03/2020
  • 06/2021 → Present
    Facet
    Baltimore, MD
  • 03/2020 → 06/2021
    N/A
    Los Angeles, CA
  • 08/2010 → 03/2020
    Murphy O'BRien Inc.
    Los Angeles, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
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Nearby Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST

Nearby Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

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