Peter SzklarzCRD Number: 5984470
Current Firm: Pnc Investments
Peter Szklarz (CRD# 5984470) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 3 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Pnc Investments||Cleveland, OH||Jan 2015 - Current||1|
|Pnc Investments||Cleveland, OH||Jun 2013 - Jan 2015||1|
|Mml Investors Services||Medina, OH||Nov 2011 - May 2013||1|
|Mass Mutual||Medina, OH||Oct 2011 - May 2013||1|
|Captrust Financial Advisors||Akron, OH||Apr 2010 - Sep 2011||1|
|Augies Pizza And Ribs||North Royalton, OH||Jun 2007 - Sep 2011||4|
|Croc's||North Olmsted, OH||Jun 2009 - Sep 2009||< 1|
|Barden Circulation Inc.||Independence, OH||Jan 2009 - May 2009||< 1|
|Akzo Nobel||Huron, OH||Jun 2008 - Aug 2008||< 1|
|Padua Franciscan High School||Parma, OH||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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