Mark
Kasimirsky

Mfa Wealth Advisors, LLC

CRD#5742812
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Mark Kasimirsky is a financial advisor based in Pittsburgh, Pennsylvania who has 5 years of relevant experience. Kasimirsky is an advisor for Mfa Wealth Advisors, LLC. Throughout their career, Kasimirsky has worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Mfa Wealth, Moralis Technologies, LLC and Mass Mutual. Kasimirsky has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania and Texas. Mfa Wealth Advisors, LLC is an advisory business that has its headquarters in Pittsburgh, PA. The investment advisory business has a total of 13 financial advisors. It has $379 million in total assets between its 1,947 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,947 accounts, 20% are held by high-net-worth clients who have greater than $1 million in investable assets. Mfa Wealth Advisors, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the financial services offered. Fee types charged by Mfa Wealth Advisors, LLC most likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

650 Washington Road Suite 1000
Pittsburgh, PA 15228

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Mfa Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$379,116,397

PA Average: $15,833,994,310
Total Number of Employees

13

PA Average: 41
Total Number of Accounts

1,947

PA Average: 3,342
Average Account Size

$194,718

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Kasimirsky Work History

Mark has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Moralis Technologies, LLC

2017 - Present (7 years)

Mfa Wealth

2014 - Present (10 years)

Mass Mutual

2013 - 2015 (2 years)

Northwestern Mutual Investment Services, LLC

2010 - 2014 (4 years)

Northwestern Mutual Investment Services, LLC

2009 - 2014 (5 years)

Northwestern Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Kasimirsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mfa Wealth Advisors, LLC

Gregory Bronson
Rescue, CA
Victor Onesi
Pittsburgh, PA
Mark Kasimirsky
Pittsburgh, PA
Nathan Fulkman
Pittsburgh, PA
Charles Davis
Pittsburgh, PA
Gregory Dukes
Pittsburgh, PA
Megan Petruska
Pittsburgh, PA
Jay Funyak
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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