Daria J. Zalewska

ALONGSIDE

Oviedo, FL

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CRD#: 7694176

Professional summary

Daria Joanna Zalewska, who also goes by Daria Zalewska, is a registered financial advisor currently at ALONGSIDE, LLC located in Oviedo, Florida.

Daria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Daria has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daria Zalewska

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.

I am the Treasurer of my HOA, The Sanctuary Community Association, Inc. Part of my duties are investment related. The address is 1809 E. Broadway ST. Suite 408 Oviedo, FL 32765. As part of my duties, I purchase CDs with our reserve funds. Once the CDs mature, I purchase new ones. I do this through Truist Investment Services Inc. This is an investment and banking business. Their address is 296 Blanding Blvd. Orange Park, FL 32073. I started this in November 2023. I spend about 0.5 hour a month on this business. I spend 0 hours on this business during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daria Joanna Zalewska'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

June 20, 2025 - Present

ALONGSIDE, LLC

RIA

CRD#: 333587

Oviedo, FL

Past

March 26, 2025 - July 7, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Oviedo, FL

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".

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 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

Florida
(6/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Mailing Address

Phone number

(214) 563-1190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (5/28/2025)

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.

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Daria J. Zalewska

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daria Joanna Zalewska's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALONGSIDE, LLC

THRIVENT ADVISOR NETWORK, LLC

Primary Firm SEC Registration

ALONGSIDE, LLC

State Registrations and Notice Filings

Exams

Current Firm

ALONGSIDE, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ALONGSIDE, LLC

TRUST BUT VERIFY

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