SN
CFP
SN
CFP

Sydney Niewierski

25 Years of Experience
Clearwater, FL
1 DisclosureBroker

Sydney Niewierski is a CFP-designated registered investment advisor, based in Clearwater, FL, with 25 years of industry experience.

Location

28050 US Highway 19 N, Ste 401, Clearwater, FL, 33761

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History

Regulatory History (1)
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Customer Dispute
November 2013
Settled
Other Business Activities

Sydney is a partner in CN Wealth Management Group, operating as Keybridge Wealth Management, dedicating about half of her time to this business. She also serves as chairwoman and board member for Morton Plant Mease Healthcare Foundation, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2018 - May 2023 · 5 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2018 - May 2023 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2008 - March 2018 · 10 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2018 · 10 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
April 2001 - January 2008 · 6 yrs 9 mos
A. G. Edwards & Sons, INC.
April 2001 - January 2008 · 6 yrs 9 mos
Simmers Capital Management CorporationBroker
January 2001 - February 2001 · 1 mo
State Registrations38 states
AKALAZCACOCTDEFLGAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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.