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Justyn Kasierski

OAK CITY INVESTMENT MANAGEMENT LLC·CARY, North Carolina
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1903 N. HARRISON AVENUE, CARY, NC 27513CRD# 6929426Firm CRD# 293018
01

About

Justyn Kasierski is a registered financial advisor based in CARY, North Carolina, affiliated with OAK CITY INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
OAK CITY INVESTMENT MANAGEMENT LLC
OAK CITY INVESTMENT MANAGEMENT LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OAK CITY INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6929426
Firm CRD# 293018
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justyn Kasierski offer?
Justyn Kasierski specializes in Retirement Planning, Wealth Management. Contact their office in CARY, North Carolina for a consultation.
What are Justyn Kasierski's credentials?
Justyn Kasierski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justyn Kasierski located?
Justyn Kasierski is based in CARY, North Carolina, working with OAK CITY INVESTMENT MANAGEMENT LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Justyn Kasierski charge for services?
Justyn Kasierski's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK CITY INVESTMENT MANAGEMENT LLC?
OAK CITY INVESTMENT MANAGEMENT LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Stephen Drew Simpson — VERATIS ADVISORS, INC.Peggy Highsmith Brinn — VERATIS ADVISORS, INC.Lance Lyle Clark — SYNOBIS ADVISORS, INC.Robert Alexander Leggett — WEALTHSHIELD PARTNERS, LLCThomas J. Geraghty — STONEGATE WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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