Frank Donald Szymanek
Investment adviser representative at North Pier Fiduciary Management, LLC
26 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- North Pier Fiduciary Management, LLCOct 2021 to now
- PlanpilotOct 2017 to Jul 2021
- Job TransitionMay 2017 to Sep 2017
- Northern Trust Securities, Inc.Jan 2000 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 4 states (CA, IL, TX, UT).
North Pier Fiduciary Management, LLC
$1.3BAssets managed
39Clients
7Advisers
18 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
- 4119043
- Firm CRD
- 148128