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Frank Donald Szymanek

North Pier Fiduciary Management, LLC

Marina Del Rey, CA

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Current Employers
North Pier Fiduciary Management, Llc

4333 Admiralty Way Unit G1, Marina Del Rey, CA 90292 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-22
UT RA APPROVED 2026-04-20
CA RA APP_PEND_IARCE 2026-04-06
IL RA APPROVED 2022-02-22
  • TX RA
    APPROVED
    Since 2026-04-22
  • UT RA
    APPROVED
    Since 2026-04-20
  • CA RA
    APP_PEND_IARCE
    Since 2026-04-06
  • IL RA
    APPROVED
    Since 2022-02-22

Branch Locations

4333 Admiralty Way Unit G1, Marina Del Rey, CA 90292 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Trust Securities, Inc. Chicago IL 01/2000 05/2017
Job Transition Chicago IL 05/2017 09/2017
Planpilot Chicago IL 10/2017 07/2021
North Pier Fiduciary Management, Llc Marina Del Rey CA 10/2021 Present
  • 01/2000 → 05/2017
    Northern Trust Securities, Inc.
    Chicago, IL
  • 05/2017 → 09/2017
    Job Transition
    Chicago, IL
  • 10/2017 → 07/2021
    Planpilot
    Chicago, IL
  • 10/2021 → Present
    North Pier Fiduciary Management, Llc
    Marina Del Rey, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-03-08
  • S63 Uniform Securities Agent State Law Examination
    2000-03-08
Designations

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · MARINA DEL REY, CA
ARROWROOT CAPITAL MANAGEMENT, LLC · MARINA DEL REY, CA
SILICON BEACH WEALTH, LLC · MARINA DEL REY, CA
ARCA CAPITAL MANAGEMENT · MARINA DEL REY, CA
ARCA INVESTMENT MANAGEMENT, LLC · MARINA DEL REY, CA
EDWARD JONES · MARINA DEL REY, CA
J.P. MORGAN SECURITIES LLC · MARINA DEL REY, CA
AB HHELIO ASSOCIATES, INC. · MARINA DEL REY, CA

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