Peter Thomas Jaworski
Investment adviser representative at Winthrop Wealth
20 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Winthrop WealthOct 2017 to now
- Winthrop Advisory Group, LLCApr 2017 to now
- Financial Planning Strategies, LLCJan 2015 to now
- LPL Financial LLCAug 2006 to Dec 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2924203
- Firm CRD
- 288178