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Marybeth Mrowka

Drivewealth, LLC

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About Marybeth Mrowka

Marybeth Mrowka has been working in the financial services industry since 1995. Marybeth is currently registered with Drivewealth, LLC and holds Series 7, Series 63 and SIE licenses. Prior to Drivewealth, LLC, Marybeth Mrowka was registered with BMO Capital Markets Corp, Paloma Securities L.L.C, Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc. Marybeth Mrowka is currently licensed in New Jersey and New York.

Firm Information

Marybeth Mrowka is currently registered with Drivewealth, LLC. Drivewealth, LLC is a Limited Liability Company formed in May 2012. The firm is registered to conduct business in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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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Marybeth Mrowka’s Registration & Firm History

NY

10/01/2021 - Present

Drivewealth, LLC (New York NY)

NY

12/16/2009 - 03/01/2020

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

NY

04/30/2008 - 12/21/2009

PALOMA SECURITIES L.L.C. (NEW YORK NY)

NY

12/07/2000 - 05/01/2008

SANFORD C. BERNSTEIN & CO., LLC (WHITE PLAINS NY)

NY

04/27/1998 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

NY

08/31/1988 - 08/11/1992

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marybeth Mrowka.
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