PK
CFP
PK
CFP
Peter Kazmierczak is a CFP-designated registered investment advisor at Morgan Stanley, based in Williamsville, NY, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
450 Essjay Road, Suite 100, Williamsville, NY, 14221
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2025 - Present · 6 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
Sandhill Investment Management
August 2024 - September 2025 · 1 yr 1 mo
Nottingham Advisors INC.
May 2022 - July 2024 · 2 yrs 2 mos
Alliancebernstein L.P.
July 2018 - April 2022 · 3 yrs 9 mos
Alliancebernstein Investments, INC.Broker
July 2018 - April 2022 · 3 yrs 9 mos
Cadaret Grant & CO INC
January 2018 - June 2018 · 5 mos
Cadaret, Grant & CO., INC.Broker
November 2017 - June 2018 · 7 mos
State Registrations4 states
CTNYTNVA
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.