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Katarzyna Anna Kusmierz

Millennium Financial Services LLP

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About Katarzyna Anna Kusmierz

Katarzyna Kusmierz is a financial advisor currently working with Millennium Financial Services LLP. Katarzyna has been in the industry since 1994 and has a registration as a registered representative in Maryland. Katarzyna has a Certified Financial Planner designation.

Firm Information

Katarzyna Kusmierz is currently registered with Millennium Financial Services LLP. Millennium Financial Services LLP is an investment advisor with 2 investment adviser representatives. They manage approximately $22,419,155 in assets for 85 clients, including 8 high-net-worth individuals and 34 individuals other than high-net-worth. They provide financial planning and portfolio management for individuals.

$22.42M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katarzyna Kusmierz’s Registration & Firm History

MD

01/09/2024 - Present

Millennium Financial Services LLP (ROCKVILLE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katarzyna Anna Kusmierz.
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