Przemyslaw Eugeniusz Filipek

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2019 → 07/2020
  Mountainside Racquet Club
  Mountainside, NJ
• 08/2017 → 05/2019
  Wagner College
  Staten Island, NY
• 09/2016 → 12/2016
  Tomorrow's Financial Services
  Lincroft, NJ
• 05/2018 → 08/2018
  Fairfield County Hunt Club
  Westport, CT
• 08/2017 → 05/2019
  Wagner College
  Staten Island, NY
• 01/2013 → 05/2017
  Monmouth University
  West Long Branch, NJ
• 07/2020 → 09/2020
  Ubs Financial Services Inc.
  Weehawken, NJ
• 10/2020 → 03/2021
  Unemployed
  Jersey City, NJ
• 04/2021 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2023 → Present
  Rockefeller Financial Llc
  New York, NY

Previous Registrations

• 2021-05-18 → 2023-08-22
  Ubs Financial Services Inc.
  Weehawken, NJ
  New York, NY
• 2020-09-09 → 2020-10-06
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-09-08

Other Names

• Shem Filipek
• Przemyslaw E Filipek