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Roman M Polnar

Pillar6 Advisors, LLC

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About Roman M Polnar

Roman Polnar is an Investment Advisor Representative registered with Pillar6 Advisors, LLC since 2010. Roman has over 15 years of experience in the financial services industry, previously working with MML Investors Services, Inc. and Northwestern Mutual Investment Services, LLC. Roman is also a licensed insurance agent in the state of California. Roman specializes in working with individuals, families, and small businesses. He offers a wide range of financial planning services, including investment management, retirement planning, and college savings.

Firm Information

Roman Polnar is currently registered with Pillar6 Advisors, LLC. Pillar6 Advisors, LLC is an investment advisor headquartered in Pennsylvania. The firm primarily provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They also offer educational seminars and select other advisors for their clients.

$86.29M

Assets Under Management

15

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Roman Polnar’s Registration & Firm History

CA

07/22/2010 - Present

Pillar6 Advisors, LLC (SAN FRANCISCO CA)

CA

01/25/2008 - 06/24/2010

MML INVESTORS SERVICES, INC. (SAN FRANCISCO CA)

CA

02/01/2002 - 01/24/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN JOSE CA)

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Licenses & Designations

IA

Issued 04/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roman M Polnar.
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