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Diana Kierzkowski

30 Years of Experience
Pittsburgh, PA
Broker

Diana Kierzkowski is a registered investment advisor at RBC Capital Markets, LLC, based in Pittsburgh, PA, with 30 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

One Ppg Place, Suite 2900, Pittsburgh, PA, 15222-5455

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
May 2011 - Present · 15 yrs
RBC Capital Markets, LLC
March 2009 - Present · 17 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Ferris, Baker Watts, LLCBroker
September 2006 - March 2009 · 2 yrs 6 mos
Arthurs, Lestrange & Company IncorporatedBroker
June 1995 - September 2006 · 11 yrs 3 mos
State Registrations43 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Diana Kierzkowski - Financial Advisor | TrueAdvisor