Irene Kapusciarz

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2016
  Wells Fargo Advisors Llc
  Deerfield, IL
• 11/2016 → 04/2025
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
• 04/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2015-01-16 → 2025-04-30
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
• 2009-06-01 → 2015-01-27
  Morgan Stanley
  Riverwoods, IL
  Deerfield, IL
• 2008-08-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  Riverwoods, IL
• 2003-11-14 → 2008-08-29
  Ubs Financial Services Inc.
  Chicago, IL
  Chicago, IL
• 2003-01-07 → 2003-12-02
  Morgan Stanley Dw Inc.
  Riverwoods, IL

Other Businesses

EUROPEAN CHALET AT THE MAYOR'S MANSION, NON INV-REL, CHICAGO, IL, BANQUET MANAGER, START: 1994, 80 HRS/MO 0 DURING TRADING, DUTIES: MANAGE THE WAIT STAFF, COOKS, BARTENDERS, GREET THE GUESTS, CLEAN, SERVE.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-14

Other Names

• Irene Sophie Kapusciarz
• Irene S Szaflarski
• Irene Sophie Szaflarski
• Irene Sophie Kapusciarz