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M&K Investment Advisers LLC (Melville)


M&K Investment Advisers LLC is a large advisory firm based in Melville. It manages $34.76 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, New Jersey, and New York.

M&K Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

M&K Investment Advisers: assets under management

The assets under management (AUM) of M&K Investment Advisers LLC is $34.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $404.23 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay M&K Investment Advisers LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeffrey Marc Weiner Managing partner 1 Sep 1981 Other 4224966
Bart H Friedman Partner 1 Nov 1989 Other 2802762
Brian Joseph Miecnikowski Partner 1 Sep 1991 Other 4357025
James Theodore Ashe Tax partner 1 Nov 1991 Other 4357036
Philip Frederick Strassler Partner 1 Nov 1995 Other 4357030
David Craig Bukzin Partner 1 Nov 1996 Other 1472754
Ronald H. Selsman Partner 1 Jan 1999 Other 4363352
David M. First Partner 1 Jan 1999 Other 4363359
Ronald Conigliaro Partner 1 Dec 2003 Other 4757953

Based in Melville

The principal office where M&K Investment Advisers LLC performs its advisory services is located at 10 Melville Park Road, Melville, NY 11747, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-414-4000 or by fax 631-414-4001. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.


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