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Portfolio Manager/ Chief Compliance Officer · Unique Wealth Strategies

Jason T. Andryzak

CRD 5397950 · Named on Form ADV at one SEC-registered adviser

At a glance

Unique Wealth Strategies, an SEC-registered wealth manager based in Burr Ridge, IL with $382 million in regulatory assets, lists Jason T. Andryzak on its Form ADV as Portfolio Manager/ Chief Compliance Officer, a control person.

Firms and roles

  • Unique Wealth StrategiesPortfolio Manager/ Chief Compliance OfficerWealth manager · Burr Ridge, IL · $382M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ranjit BahadurPresident & Founder, Wealth Manager, Unique Wealth Strategies

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.