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Daria Joanna Zalewska

Investment adviser representative at Alongside, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$878.6MFirm 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

Experience

10 years in the industry.

  1. Alongside, LLCJun 2025 to now
  2. Thrivent Advisor Network, LLCOct 2024 to Jun 2025
  3. Whz Strategic Wealth AdvisorsJan 2023 to Oct 2024
  4. Keil Financial PartnersApr 2021 to May 2022
  5. Connemara GroupJul 2020 to Jan 2023
  6. UnemployedFeb 2019 to Jun 2020
  7. US Air Force Reserve - Macdill Air Force BaseJan 2016 to Jan 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Alongside, LLC

$878.6MAssets managed
2,122Clients
23Advisers
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
7694176
Firm CRD
333587
Advisor's SEC record (opens in a new tab)
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