Best Investors Account Sign in

Aleksandra Anna Gierszewska

Mutual Advisors, LLC

Parrish, FL

Norwalk, CT

Omaha, NE

CRD 5534858

Claim This Profile
Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • HOURLY CONSULTING

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

Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-14
CT RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2026-01-14
  • CT RA
    APPROVED
    Since 2023-09-01

Branch Locations

Parrish, FL • United States

Norwalk, CT • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • 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
Prudential Insurance Company Of America White Plains NY 10/2013 07/2023
Pruco Securities, Llc. White Plains NY 10/2013 07/2023
Mutual Securities, Inc. Camarillo CA 09/2023 Present
Mutual Advisors, Llc. Omaha NE 09/2023 Present
  • 10/2013 → 07/2023
    Prudential Insurance Company Of America
    White Plains, NY
  • 10/2013 → 07/2023
    White Plains, NY
  • 09/2023 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 09/2023 → Present
    Omaha, NE
Previous Registrations
Other Businesses

1. Marko Polo Deli, Start Date: 07/2023, 1013 Gates Court, Morris Plains, NJ 07950, LLC, Retail, Operations Manager, Organizational/Administrative activities such as responding to emails, doing product comparisons, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 2. Rental Property FL, Start Date: 07/09/2022, 2794 Midnight Pearl Drive, Sarasota, FL 34240, Rental, Rental Property, Property Manager, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 3. Rental Property CT, Start Date: 05/01/2020, 100 Myrtle Avenue, Apt. 15, Stamford, CT 06901, Rental, Property Manager, Rental Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-05
S63 Uniform Securities Agent State Law Examination 2008-07-31
  • S65 Uniform Investment Adviser Law Examination
    2012-04-05
  • S63 Uniform Securities Agent State Law Examination
    2008-07-31
Designations
  • Chartered Financial Consultant

View on SEC IAPD

More in Parrish, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor