KK
Katarzyna A. Kusmierz
MILLENNIUM FINANCIAL SERVICES LLP
Rockville, MD 20850-1752
Some features on this profile are disabled
CRD#: 4535429
KK
Professional summary
Katarzyna Anna Kusmierz, CFP® is a registered financial advisor currently at MILLENNIUM FINANCIAL SERVICES LLP located in Rockville, Maryland.
Katarzyna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Katarzyna has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
NAME OF BUSINESS: US PHARMACIA INTERNATIONAL INC.
NATURE OF BUSINESS: EXPORT
POSITION: FINANCIAL DIRECTOR
START DATE: 05/1994
HOURS PER MONTH: 160
HOURS DURING TRADING: 5 HOURS PER DAY
DUTIES: OVERSEE BUSINESS PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Katarzyna Anna Kusmierz'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®
CFP®
Start date: 1997
Experience
Current
June 30, 2006 - Present
MILLENNIUM FINANCIAL SERVICES LLP
Office #1: 932 Hungerford Drive Suite 27a, Rockville, MD 20850-1752RIA
CRD#: 118082
Rockville, MD
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
Maryland(6/30/2006)
Exams
Current Firm
MF
MILLENNIUM FINANCIAL SERVICES LLP
MILLENNIUM FINANCIAL SERVICES LLP
CRD#: 118082 / SEC#:
Maryland
Registered Investment Advisory firm - (9/17/1997 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
932 Hungerford Drive Suite 27a, Rockville, MD 20850-1752
Mailing Address
Phone number
(301) 569-0965
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 22,419,155 |
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.
