Jeffrey Dziegielewski
Jeffrey Dziegielewski is a CFA-designated registered investment advisor at The Northstar Group, INC., based in New York, NY, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 251 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable in some circumstances.
Fee Estimator
Location
405 Lexington Avenue, Suite 37A, New York, NY, 10174
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an Investment Research Associate at The Northstar Group, dedicating full-time hours to market research, asset allocation, portfolio management, and client service. He also acts as an insurance agent, spending minimal time reviewing client insurance needs.
Employment History
Current Registrations
The Northstar Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
State Registrations6 states
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