Carlo Kazmierczyk (CRD# 6751973) is an Investment Advisor Representative working at Us Asset Management, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pershing LLC | Pittsburgh, PA | May 2019 - Current | 5 |
Insight Global | Pittsburgh, PA | Feb 2019 - May 2019 | < 1 |
The Vanguard Group, Inc. | Malvern, PA | Sep 2018 - Nov 2018 | < 1 |
U.s. Asset Management, LLC | Pittsburgh, PA | May 2017 - Aug 2018 | 1 |
University Of Pittsburgh | Pittsburgh, PA | Aug 2016 - Apr 2018 | 1 |
Johnstown Family Vision | Johnstown, PA | Sep 2015 - Oct 2016 | 1 |
University Of Pittsburgh At Johnstown | Johnstown, PA | Aug 2015 - May 2016 | < 1 |
Mount Aloysius College | Cresson, PA | Aug 2014 - May 2015 | < 1 |
Richland High School | Johnstown, PA | Sep 2008 - Jun 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- PA
-
Total Assets Under Management467MILLIONS
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$8,989,932
- A percentage of assets under your management
- Other
- 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)
- Other
PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.