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Wiktor Tomasz Szrek

Investment adviser representative at Nisa Investment Advisors, LLC
4 yearsExperience
1 stateRegistered in
CFADesignation
$343.9BFirm 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 feePerformance-basedOther

Services the firm offers

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

  • Portfolio management

Experience

4 years in the industry.

  1. Nisa Investment Advisors, LLCJun 2018 to now
  2. UnemployedApr 2018 to Jun 2018
  3. University of Michigan DiningJan 2018 to Apr 2018
  4. Fiat Chrysler AutomobilesMay 2017 to Aug 2017
  5. University of MichiganSep 2014 to Apr 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

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

Nisa Investment Advisors, LLC

$343.9BAssets managed
440Clients
82Advisers
32 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
7518415
Firm CRD
107313
Advisor's SEC record (opens in a new tab)
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