DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

KATARZYNA ANNA MARCZYK

Advisor at ANCHOR WEALTH MANAGEMENT GROUP LLC

WEST PALM BEACH, FL

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:d1836dbb-34e9-fe29-35d4-5d0e5c14af90

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2005 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: ANCHOR WEALTH MANAGEMENT GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 15, 2005
First registration: Aug 17, 2005
Dual registered: no
Other names: KATARZYNA ANNA SALWEROWICZ|KASIA MARCZYK
IAPD individual key: 4990159

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
ANCHOR WEALTH MANAGEMENT GROUP LLC	Independent wealth	Jun 24, 2024	n/a	yes	WEST PALM BEACH, FL	Current employment
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Dec 3, 2010	Sep 9, 2024	no	TAMPA, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL	Previous registration
BREWER INVESTMENT ADVISORS LLC	n/a	Sep 3, 2009	Nov 5, 2010	no	CHICAGO, IL\|WEST PALM, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 17, 2005	Sep 9, 2009	no	PALM BEACH GARDENS, FL\|BOCA RATON, FL	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
J. W. COLE ADVISORS, INC.	ANCHOR WEALTH MANAGEMENT GROUP LLC	Sep 9, 2024	Jun 24, 2024	-77	Firm change after gap	Ibd to new firm
BREWER INVESTMENT ADVISORS LLC	J. W. COLE ADVISORS, INC.	Nov 5, 2010	Dec 3, 2010	28	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	BREWER INVESTMENT ADVISORS LLC	Sep 9, 2009	Sep 3, 2009	-6	Firm change	Other

Relationships

Registered with (4)

→ ANCHOR WEALTH MANAGEMENT GROUP LLCRegistered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Dec 3, 2010 to Sep 9, 2024factForm ADV
→ BREWER INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Sep 3, 2009 to Nov 5, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 17, 2005 to Sep 9, 2009factForm ADV

Dated events

Occurred
Sep 9, 2024
Advisor changed firm
Katarzyna Anna Marczyk left J. W. Cole Advisors, Inc. for Anchor Wealth Management Group Llc (registered 2024-06-24)
Form ADVobserved 5 days ago