AG
ChFC
AG
ChFC

Aleksandra Anna Gierszewska

15 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

Norwalk, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aleksandra is an operations manager at Marko Polo Deli, dedicating minimal time. She also manages two rental properties in Florida and Connecticut, each requiring minimal time.

Employment History
Current Registrations
Mutual Securities, INC.
September 2023 - Present · 2 yrs 5 mos
Mutual Advisors, LLC
September 2023 - Present · 2 yrs 5 mos
Mutual Securities, INC.Broker
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Prudential Financial Planning Services
December 2013 - July 2023 · 9 yrs 7 mos
Pruco Securities, LLC.Broker
November 2013 - July 2023 · 9 yrs 8 mos
Pruco Securities, LLC.Broker
July 2011 - May 2012 · 10 mos
VisionBroker
February 2010 - July 2011 · 1 yr 5 mos
Vision Financial Markets LLCBroker
June 2008 - July 2011 · 3 yrs 1 mo
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.