DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Barbara Pietrzak
Feed of 09/14/2026
At current firm
1 y
since Mar 31, 2025
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · East Hartford, Ct
- Fidelity Personal And Workplace Advisors formerMay 4, 2021 to Mar 31, 2025 · Merrimack, Nh
- Mutual Advisors, LLC BD affiliatedOct 2, 2019 to Dec 15, 2020 · Hartford, Ct
- Janney Montgomery Scott LLC BD affiliatedMay 15, 2017 to Oct 2, 2019 · West Hartford, Ct
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Mutual Advisors, LLC to Fidelity Personal And Workplace Advisorsleft Dec 15, 2020, registered May 4, 2021 (140 days) · Affiliated broker-dealer or bank to another
- Janney Montgomery Scott LLC to Mutual Advisors, LLCleft Oct 2, 2019, registered Oct 2, 2019 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address