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HK

Henry M. Kwiecinski

BISHOP & ASSOCIATES
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 4121178
HK

Professional summary

Henry M Kwiecinski MR., who also goes by Henry M Kwiecinski, is a registered financial advisor currently at BISHOP & ASSOCIATES INC located in Philadelphia, Pennsylvania.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Henry has worked at 3 firms and has passed the Series 65, Series 63, Series 66, Series 7 and Series 31 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Henry M Kwiecinski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry M Kwiecinski MR.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 17, 2024 - Present

BISHOP & ASSOCIATES INC

Office #1: 1900 Market Street Fl 8, Philadelphia, PA 19103
RIA
CRD#: 105257
Philadelphia, PA
Past

May 27, 2021 - December 31, 2022

BISHOP & ASSOCIATES INC

RIA
CRD#: 105257
PHILADELPHIA, PA
Past

March 12, 2014 - December 31, 2015

BISHOP & ASSOCIATES INC

RIA
CRD#: 105257
PHILADELPHIA, PA
Past

April 16, 2012 - November 16, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
PHILADELPHIA, PA
Past

May 10, 2004 - December 31, 2013

BISHOP & ASSOCIATES INC

RIA
CRD#: 105257
PHILADELPHIA, PA
Past

March 31, 2000 - May 5, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
B&
BISHOP & ASSOCIATES INC
BISHOP & ASSOCIATES INC

CRD#: 105257 / SEC#: 801-454

RIA
Registered Investment Advisory firm - (3/1/1950 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(5/17/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 5/4/2000
Futures Managed Funds Examination

Current Firm

B&
BISHOP & ASSOCIATES INC
BISHOP & ASSOCIATES INC

CRD#: 105257 / SEC#: 801-454

RIA
Registered Investment Advisory firm - (3/1/1950 Approved)
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Contact information

Main Address
1900 Market Street Fl 8, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 568-5450
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BISHOP & ASSOCIATES INC ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts62
AUM (Assets Under Management)$ 106,143,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BISHOP & ASSOCIATES INC

CRD#: 105257Philadelphia, PA 19103

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