Brian Bzik is a registered investment advisor, based in Jupiter, FL, with 9 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Jupiter, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Victory Capital Services, INC.
October 2023 - Present · 3 yrs
Victory Capital Services, INC.Broker
October 2023 - Present · 3 yrs
Westend Advisors, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Westend Advisors, LLC
August 2019 - February 2022 · 2 yrs 6 mos
State Street Global Advisors Funds Distributors, LLCBroker
March 2017 - June 2019 · 2 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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