Maria Pyatigorsky
Professional summary
Maria Pyatigorsky, CFA, CPWA® is a registered financial advisor currently at LNW located in San Francisco, California.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Maria has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maria Pyatigorsky's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022-06-22
Expire date: 2024-05-31
Experience
March 21, 2019 - Present
LNW
Office #1: 580 California St. 8th Floor, San Francisco, CA 94104Primary Firm SEC Registration
LNW
CRD#: 107341 / SEC#: 801-36445
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/21/2019)
Exams
Current Firm
LNW
CRD#: 107341 / SEC#: 801-36445
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,068 |
| AUM (Assets Under Management) | $ 12,230,221,045 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/20/2024 | ||
| 01/25/2024 | ||
| 02/24/2023 |
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.
