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Adam Walter Szymanski

Guyasuta Investment Advisors, Incorporated

Pittsburgh, PA

CRD 8113851

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Employer firm

Guyasuta Investment Advisors, Incorporated CRD 108400

$2.44B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Guyasuta Investment Advisors, Incorporated

285 Kappa Drive Suite 220, Pittsburgh, PA 15238 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-01
  • PA RA
    APPROVED
    Since 2025-09-01

Branch Locations

285 Kappa Drive Suite 220, Pittsburgh, PA 15238 • 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
Guyasuta Investment Advisors, Inc. Pittsburgh PA 12/2024 Present
Fidelity Investments Boston MA 04/2018 08/2024
Fidelity Investments Boston MA 06/2017 08/2017
Unemployed Pittsburgh PA 08/2024 12/2024
Carnegie Mellon University Pittsburgh PA 08/2017 04/2018
Canegie Mellon University Pittsburgh PA 07/2016 06/2017
  • 12/2024 → Present
    Guyasuta Investment Advisors, Inc.
    Pittsburgh, PA
  • 04/2018 → 08/2024
    Fidelity Investments
    Boston, MA
  • 06/2017 → 08/2017
    Fidelity Investments
    Boston, MA
  • 08/2024 → 12/2024
    Unemployed
    Pittsburgh, PA
  • 08/2017 → 04/2018
    Carnegie Mellon University
    Pittsburgh, PA
  • 07/2016 → 06/2017
    Canegie Mellon University
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30

View on SEC IAPD

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