WG
CFP
WG
CFP

Wiktor Gier

6 Years of Experience
Pensacola, FL
Broker

Wiktor Gier is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pensacola, FL, with 6 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

25 West Cedar Street, Pensacola, FL, 32502

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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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Other Business Activities

Wiktor owns and manages two rental properties since 2020 and 2024, dedicating minimal time to each. He also has a voluntary inactive realtor license since 2018.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2024 - Present · 2 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
July 2021 - January 2024 · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
July 2021 - January 2024 · 2 yrs 6 mos
Ernst & Young Investment Advisers LLP
August 2018 - September 2020 · 2 yrs 1 mo
State Registrations18 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.
Wiktor Gier - Financial Advisor | TrueAdvisor