Karen
Purzitsky
Wilmington Trust Investment Advisors, Inc
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About this Advisor
Karen Purzitsky is a financial advisor operating out of Baltimore, Maryland. Purzitsky is an employee of Wilmington Trust Investment Advisors, Inc. Purzitsky has gained experience at M & T Bank, M&T Securities, Inc and Allied Investment Advisor. Purzitsky has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Wilmington Trust Investment Advisors, Inc is a financial advisory company operating out of Wilmington, DE. The investment advisory business has offices in 16 locations and a total of 127 people on staff. It handles $17 billion in assets between its 3,376 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 46 charities and foundations. Of its 3,376 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. Wilmington Trust Investment Advisors, Inc provides a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial advisory fees usually depend on which services are offered. Fees charged by Wilmington Trust Investment Advisors, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilmington Trust Investment Advisors, Inc Brokerage Details
$16,488,434,237
127
3,376
$4,884,015
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Karen Purzitsky Work History
Karen has been registered as a financial advisor for 0 years.*
Allied Investment Advisor
M & T Bank
M&T Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karen Purzitsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wilmington Trust Investment Advisors, Inc
Wilmington, DE
Boston, MA
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Binghamton, NY
Wilmington, DE
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