David O. Zenker

CYPRESS ASSOCIATES

New York, NY 10017

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CRD#: 1256552

Professional summary

David Ogden Zenker JR, who also goes by David Zenker, is a registered financial professional currently at CYPRESS ASSOCIATES located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1984. David has worked at 9 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Zenker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Ogden Zenker JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 2, 2024 - Present

CYPRESS ASSOCIATES

Office #1: 52 Vanderbilt Avenue, Suite 501, New York, NY 10017

CRD#: 130252

New York, NY

Past

December 12, 2016 - August 19, 2022

AVALON SECURITIES, LTD.

CRD#: 30522

NEW YORK, NY

Past

May 19, 2015 - September 20, 2016

BROCK SECURITIES LLC

CRD#: 122156

NEW YORK, NY

Past

August 30, 1996 - March 15, 1998

SCHRODER & CO. INC.

CRD#: 6112

NEW YORK, NY

Past

July 25, 1995 - September 18, 1995

DABNEY/RESNICK/IMPERIAL, LLC

CRD#: 24367

BEVERLY HILLS, CA

Past

March 29, 1995 - July 25, 1995

ABACO INTERNATIONAL CORPORATION

CRD#: 27354

NEW YORK, NY

Past

June 17, 1991 - April 27, 1993

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

June 6, 1988 - June 26, 1991

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

April 18, 1984 - June 23, 1988

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/3/2024)

Massachusetts
(7/2/2025)

New York
(10/5/2024)

Exams

State Security Law Exam

Series 63

Date: 5/26/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CYPRESS ASSOCIATES

CYPRESS ASSOCIATES | CYPRESS PARTNERS LLC

CRD#: 130252 / SEC#: , 8-66321

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

52 Vanderbilt Avenue, Suite 501, New York, NY 10017

Mailing Address

52 Vanderbilt Avenue, Suite 501, New York, NY 10017

Phone number

(212) 682-2222

Established

Connecticut since 10/01/2003

Firm type

Limited Liability Company

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (10 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
ATKINS, JOHN TREVOR	GENERAL PRINCIPAL AND CHIEF EXECUTIVE OFFICER	1473955
SWEENEY, KEVIN MICHAEL	FINOP, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER	2222633
TOLMIE, JOHN STRATTON	REGISTERED REP.	2535923

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David O. Zenker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Ogden Zenker JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVALON SECURITIES, LTD.

BROCK SECURITIES LLC

SCHRODER & CO. INC.

DABNEY/RESNICK/IMPERIAL, LLC

ABACO INTERNATIONAL CORPORATION

JEFFERIES LLC

CIBC WORLD MARKETS CORP.

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/26/2017

Series 7TO

Date: 10/2/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/19/2015

FINRA

Current Firm

CYPRESS ASSOCIATES

Contact information

FINRA licenses (10 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CYPRESS ASSOCIATES

TRUST BUT VERIFY

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