AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WS

Wiktor T. Szrek

NISA INVESTMENT ADVISORS
St. Louis, MO 63105-4141
Some features on this profile are disabled
CRD#: 7518415
WS

Professional summary

Wiktor Tomasz Szrek, CFA is a registered financial advisor currently at NISA INVESTMENT ADVISORS, LLC located in St. Louis, Missouri.

Wiktor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Wiktor has worked at 1 firm and has passed the Series 3 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wiktor Tomasz Szrek'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®
CFA

Chartered Financial Analyst

Experience

Current

April 5, 2022 - Present

NISA INVESTMENT ADVISORS, LLC

Office #1: 7676 Forsyth Blvd Suite 1100, St. Louis, MO 63105-4141
RIA
CRD#: 107313
St. Louis, MO

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".
NI
NISA INVESTMENT ADVISORS, LLC
NISA INVESTMENT ADVISORS, L.L.C. | NISA INVESTMENT ADVISORS, LLC

CRD#: 107313 / SEC#: 801-45153

RIA
Registered Investment Advisory firm - (11/17/1993 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
Missouri
(4/5/2022)

Exams

General Industry/Product Exam
RR
Series 3
Date: 3/12/2022
National Commodity Futures Examination

Current Firm

NI
NISA INVESTMENT ADVISORS, LLC
NISA INVESTMENT ADVISORS, L.L.C. | NISA INVESTMENT ADVISORS, LLC

CRD#: 107313 / SEC#: 801-45153

RIA
Registered Investment Advisory firm - (11/17/1993 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
7676 Forsyth Blvd Suite 1100, St. Louis, MO 63105-4141
Mailing Address
Phone number
(314) 721-1900
Established
Firm type
Fiscal year end
# of Employees
393

SEC notice filing (8 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

NISA INVESTMENT ADVISORS LLC PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts428
AUM (Assets Under Management)$ 315,286,272,054

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

NISA INVESTMENT ADVISORS, LLC

CRD#: 107313St. Louis, MO 63105-4141

TRUST BUT VERIFY

Monitor Wiktor Szrek

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Aaron Andrew Ungerer
Aaron UngererAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Frontenac, MO
Dalton J Stockton
Dalton StocktonAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
ST. LOUIS, MO
ME
Michael EtheridgeAdvisorCheck Check Mark
CORNERSTONE WEALTH MANAGEMENT, LLC
IAR
RR
ST. PETERS, MO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics