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Kimerly Mary Polak-guerrero

Kimerly M. Polak-guerrero

POLERO ICE ADVISERS
New York, NY
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CRD#: 4353501
Kimerly Mary Polak-guerrero

Professional summary


Kimerly Mary Polak-guerrero, who also goes by Kimerly Mary Polak Guerrero, Kimerly Mary Polak Guerro, Kimerly Polak, Mary Kimerly Polak, is a registered financial advisor currently at POLERO ICE ADVISERS located in New York, New York.

Kimerly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kimerly has worked at 1 firm .

top-8-questions

Question & Answer


What are your service offerings?
The focus of my business is wo...
to help them determine if they...
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases


Kimerly Mary Polak Guerrero | Kimerly Mary Polak Guerro | Kimerly Polak | Mary Kimerly Polak

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 Kimerly Mary Polak-guerrero's 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

October 10, 2021 - Present

POLERO ICE ADVISERS

RIA
CRD#: 148790
New York, NY

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
New York
(10/10/2021)

Exams


Current Firm


PI
POLERO ICE ADVISERS
POLAK GUERRERO, KIMERLY | POLERO ICE ADVISERS, L.L.C. | POLERO ICE ADVISERS

CRD#: 148790 / SEC#:

New York
Registered Investment Advisory firm - (4/13/2018 Approved)
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Contact information


Main Address
New York, NY
Mailing Address
Phone number
(917) 837-0440
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts146
AUM (Assets Under Management)$ 87,300,000

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


POLERO ICE ADVISERS

CRD#: 148790New York, NY

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Contact information


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