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Marta Wypych

Paulson Investment Co. LLC

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About Marta Wypych

Marta Wypych is a financial professional with over a decade of experience in the industry. Marta has worked for several firms including Corinthian Partners, L.L.C., Merriman Capital, Inc., Agincourt, Ltd., John Thomas Financial, and Rodman & Renshaw, LLC. Currently, Marta is a Registered Representative at Paulson Investment Co. LLC. Marta is licensed in several states including California, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, and Texas. Marta holds the Series 7, Series 24, Series 63, Series 79, and SIE licenses.

Firm Information

Marta Wypych is currently registered with Paulson Investment Co. LLC. Paulson Investment Co. LLC is a Limited Liability Company formed on March 23, 2017, and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has a history of 33 regulatory events, 1 civil event, 8 arbitrations, and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Marta Wypych’s Registration & Firm History

NY

10/01/2019 - Present

Paulson Investment Co. LLC (NEW YORK NY)

NY

11/02/2016 - 09/30/2019

CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)

CA

06/24/2014 - 09/06/2016

MERRIMAN CAPITAL, INC. (San Francisco CA)

NY

04/18/2013 - 06/18/2014

AGINCOURT, LTD. (NEW YORK NY)

NY

02/08/2013 - 03/15/2013

CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)

NY

09/17/2012 - 02/08/2013

JOHN THOMAS FINANCIAL (NEW YORK NY)

NY

09/04/2008 - 09/14/2012

RODMAN & RENSHAW, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Marta Wypych.
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