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M. kimerly Polak

Investment adviser representative at Polero Ice Advisers
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$106MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Polero Ice AdvisersFeb 2008 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Polero Ice Advisers

$106MAssets managed
59Clients
1Advisers
Under 1 yearIn 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
4353501
Firm CRD
148790
Advisor's SEC record (opens in a new tab)
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