James PietrzakCRD Number: 6213213
Current Firm: Fidelity Personal And Workplace Advisors
James Pietrzak (CRD# 6213213) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brookfield, WI and has over 5 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Brookfield, WI||Jul 2016 - Current||5|
|Scottrade||Brookfield, WI||Feb 2014 - Jul 2016||2|
|New England Securities||Brookfield, WI||Jul 2013 - Mar 2014||< 1|
|Buffalo Wild Wings||Pewaukee, WI||Jul 2008 - Jul 2013||5|
|State Bank Of Reeseville||Reeseville, WI||Sep 2012 - Feb 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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