Carlo Ian Kazmierczyk

Employer firm

Us Asset Management, LLC CRD 124234

$358M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• PORTFOLIO MANAGEMENT OF CITS

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

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

Current Employers

Employment History

• 09/2015 → 10/2016
  Johnstown Family Vision
  Johnstown, PA
• 05/2017 → 08/2018
  U.S. Asset Management, Llc
  Pittsburgh, PA
• 08/2016 → 04/2018
  University Of Pittsburgh
  Pittsburgh, PA
• 09/2018 → 11/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2019 → Present
  Pershing Llc
  Pittsburgh, PA
• 02/2019 → 05/2019
  Insight Global
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-07

Other Names

• Carlo Ian Kazmierczyk
• Carlo Kazmierczyk