Kim Trzeciak

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2013 → 10/2024
  George Mckelvey Co., Inc.
  Manasquan, NJ
• 10/2024 → Present
  Allworth Financial
  Manasquan, NJ
• 10/2024 → Present
  Aw Securities
  Manasquan, NJ

Previous Registrations

• 2013-04-29 → 2024-10-22
  George Mckelvey Co., Inc.
  Manasquan, NJ
  Manasquan, NJ
  Manasquan, NJ
• 2012-06-05 → 2013-04-17
  Cl Wealth Management Llc
  Schaumburg, IL
• 2007-12-21 → 2011-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
  Manasquan, NJ

Exams

• S66 Uniform Combined State Law Examination
  2007-12-18

Other Names

• Kim Von Uchtrup