Jeffrey Dziegielewski, financial advisor New York NY

Jeffrey Dziegielewski

CRD Number: 5796928
Current Firm: The Northstar Group, Inc.

Jeffrey Dziegielewski (CRD# 5796928) is an Investment Advisor Representative working at The Northstar Group, Inc. in New York, NY and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance New York, NY Nov 2017 - Current 6
The Northstar Group, Inc. New York, NY Jul 2017 - Current 6
Monticello Consulting Group New York, NY Aug 2012 - Jul 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Jeffrey F. Dziegielewski
Phone Number: 212-883-9595
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    718
    MILLIONS
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $1,193,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, FL, LA, MA, NJ, NY, PA, TX

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