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Mark Zywiol

Advisor at Stonebrook Private LLC

Updated today

Location

Northville, MI 48167

Credentials

CFP®, Series 66

Industry experience

8 years

About

Mark Zywiol is a CFP® with eight years of experience in the financial services industry. He currently works at Stonebrook Private LLC, where he has been since 2024. His prior experience includes roles at Charles Schwab, Fidelity Investments, and Raymond James & Associates. Stonebrook Private LLC provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach while allowing tactical adjustments, utilizing a range of investment vehicles and third-party tools to implement and monitor client portfolios.

Client services

Based on Stonebrook Private LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Stonebrook Private LLC

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial institution consulting services flat fee of $1,000 per quarter

Other

Minimum fee: $7,500 annual minimum fee per household, may be waived at sole discretion of Advisor Fee-only: Fixed fees offered for certain clients; specific amounts not clearly stated except for consulting service fee

Location

182 E Main Street

Northville, MI 48167

Most active in

Michigan

Work history

Stonebrook Private Inc.

2024 - Present (2 years)

Charles Schwab

2021 - 2024 (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Raymond James & Associates

2019 - 2020 (1 year)

Walsh College of Accountancy and Business

2016 - 2018 (2 years)

Raymond James & Associates

2016 - 2019 (3 years)

Corrigan Moving Systems

2015 - 2016 (1 year)

Schoolcraft College

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nikhil M

CFP®, CFA®, Series 63, Series 65

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Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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