Advisor at Compass Private Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compass Private Wealth Group LLC
Location
Short Hills, NJ 07078
Credentials
Series 63, Series 66
Industry experience
20 years
Dorota Pietryka is a financial advisor with Compass Private Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Merrill Lynch and J.P. Morgan Securities. She is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation of insurance recommendations. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm employs a tailored, primarily long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.
Based on Compass Private Wealth Group LLC
Fixed engagement fees for financial planning based on expected hours to complete.
$0+: 2.00% annually +: 0.50% annually
Up to $300 per hour for financial planning services.
51 Jfk Parkway, 1 St Fl W, Suite 107
Short Hills, NJ 07078
New Jersey
Compass Private Wealth Group LLC
2024 - Present (2 years)
Merrill
2019 - 2024 (5 years)
Merrill
2019 - 2024 (5 years)
J.P. Morgan Securities
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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