DFX Intelligence

Data Factory

RIA / WealthAdvisor16 years in industry

Andrew Scott Czarkowski

Advisor at MOMENTUM WEALTH MANAGEMENT

NORTHFIELD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c9f6bb2-fd01-648c-de25-10d13897d591

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 27, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOMENTUM WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 2, 2010
First registration: Aug 27, 2019
Dual registered: no
Other names: ANDREW SCOTT CZARKOWSKI|ANDREW S CZARKOWSKI
IAPD individual key: 5795925

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOMENTUM WEALTH MANAGEMENT	State registered	Mar 17, 2026	n/a	yes	NORTHFIELD, IL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 7, 2023	Mar 19, 2026	no	NORTHBROOK, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 23, 2019	Jul 8, 2023	no	SCHAUMBURG, IL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 27, 2019	Dec 18, 2019	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MOMENTUM WEALTH MANAGEMENT	Mar 19, 2026	Mar 17, 2026	-2	Firm change	Wirehouse to state RIA
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 8, 2023	Jul 7, 2023	-1	Firm change	Wirehouse to wirehouse
UBS FINANCIAL SERVICES INC.	J.P. MORGAN SECURITIES LLC	Dec 18, 2019	Dec 23, 2019	5	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ MOMENTUM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 17, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 7, 2023 to Mar 19, 2026factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 23, 2019 to Jul 8, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 27, 2019 to Dec 18, 2019factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
Andrew Scott Czarkowski left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Momentum Wealth Management (registered 2026-03-17)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2023
Advisor changed firm
Andrew Scott Czarkowski left J.P. Morgan Securities Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-07-07)
Form ADVobserved 4 days ago