KP
KP

Krzysztof Przywara

13 Years of Experience
Union, NJ
Broker

Krzysztof Przywara is a registered investment advisor at Citizens Securities, INC., based in Union, NJ, with 13 years of industry experience. Krzysztof operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
741 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)

Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.

The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.

Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.

For Connect accounts, there is a minimum investment of $2,000.

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Location

977 Stuyvesant Ave, Nj232, Union, NJ, 07083

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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
Citizens Securities, INC.
February 2023 - Present · 3 yrs 3 mos
Citizens Securities, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2019 - February 2023 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2019 - February 2023 · 3 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2017 · 5 yrs 2 mos
Chase Investment Services CORP.Broker
December 2010 - October 2012 · 1 yr 10 mos
First Investors CorporationBroker
August 2009 - February 2010 · 6 mos
State Registrations7 states
CAFLMDMINJNYPA
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.