Director/managing Member · Compass Financial Management LLC
Christopher Markowski
CRD 2556011 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Compass Financial Management LLC, an SEC-registered wealth manager based in Tampa, FL with $894 million in regulatory assets, lists Christopher Markowski on its Form ADV as Director/managing Member, a control person. The SEC filings also name Christopher at 1 other registered adviser.
Firms and roles
- Compass Financial Management LLCDirector/managing MemberWealth manager · Tampa, FL · $894M in regulatory assets
- Markowski InvestmentsDirectorWealth manager · United States · $474M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew MarkowskiDirector/cco/managing Member, Compass Financial Management LLC
- Michael J. MarkowskiDirector/managing Member, Compass Financial Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.