Advisor at Pivotal Research Group LLC
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Firm
Pivotal Research Group LLC
Location
Nashville, TN
Credentials
Series 63, Series 65
Industry experience
4 years
Jeffrey Wlodarczak is a financial advisor at Pivotal Research Group LLC with 16 years of experience. He holds Series 63 and Series 65 licenses and has been with Pivotal Research Group since 2010. Pivotal Research Group provides sell-side equity research and advisory services to institutional investors including mutual funds, hedge funds, pension funds, and family offices. The firm employs a fundamental research approach and focuses exclusively on equity research without managing client accounts.
Participate in periodic research broker votes from which commission dollars are allocated
Minimum fee: Annual payments range from several thousand dollars to several hundred thousand dollars, negotiated case-by-case Fee-only: Fixed fee arrangements of various durations, fees negotiated case-by-case
Nashville, TN
New York · Tennessee
Pivotal Research Group LLC
2010 - Present (16 years)
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