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RIA / WealthAdvisorCertified Financial Planner10 years in industry

MARK ANTHONY ZYWIOL

Advisor at STONEBROOK PRIVATE LLC

NORTHVILLE, MI

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Search this name across graphsid dfx:ria:dde8a53a-7996-819a-8a9b-8235535e2668

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 5, 2017 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: STONEBROOK PRIVATE 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: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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: Oct 4, 2017
First registration: Oct 5, 2017
Dual registered: no
Other names: MARK ZYWIOL
IAPD individual key: 6645201

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
STONEBROOK PRIVATE LLC	Independent wealth	Apr 17, 2024	n/a	yes	NORTHVILLE, MI	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 15, 2021	Apr 12, 2024	no	Troy, MI	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 23, 2020	Nov 17, 2021	no	ANN ARBOR, MI	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Oct 5, 2017	May 27, 2020	no	NORTHVILLE, MI\|BIRMINGHAM, MI	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
CHARLES SCHWAB & CO., INC.	STONEBROOK PRIVATE LLC	Apr 12, 2024	Apr 17, 2024	5	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CHARLES SCHWAB & CO., INC.	Nov 17, 2021	Nov 15, 2021	-2	Firm change	Ibd to ibd
RAYMOND JAMES & ASSOCIATES, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 27, 2020	Jun 23, 2020	27	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STONEBROOK PRIVATE LLCRegistered adviserregistration: current employment
Apr 17, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 15, 2021 to Apr 12, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 23, 2020 to Nov 17, 2021factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Oct 5, 2017 to May 27, 2020factForm ADV

Dated events

Occurred
Apr 12, 2024
Advisor changed firm
Mark Anthony Zywiol left Charles Schwab & Co., Inc. for Stonebrook Private Llc (registered 2024-04-17)
Form ADVobserved 6 days ago