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BZ

Brad L. Zigler

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CRD#: 1263008
BZ

Professional summary


Brad Louis Zigler was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Brad is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Brad had worked at 7 firms, which includes BLACKROCK EXECUTION SERVICES, CONTINENTAL CAPITAL GROUP INC., AMERIPRISE ADVISOR SERVICES INC., EDWARD JONES, CARTWRIGHT AND WALKER SECURITIES INCORPORATED, MIDLAND MONTAGU SECURITIES INC., E. F. HUTTON & COMPANY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brad L Zigler

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 5, 2000 - October 26, 2001

BLACKROCK EXECUTION SERVICES

BD
CRD#: 39438
NEW YORK, NY
Past

December 7, 1993 - March 1, 1994

CONTINENTAL CAPITAL GROUP, INC.

BD
CRD#: 29823
Past

March 6, 1992 - July 14, 1993

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
Past

August 28, 1991 - March 4, 1992

EDWARD JONES

BD
CRD#: 250
Past

May 31, 1990 - October 2, 1991

CARTWRIGHT AND WALKER SECURITIES, INCORPORATED

BD
CRD#: 23504
Past

July 31, 1987 - August 25, 1987

MIDLAND MONTAGU SECURITIES INC.

BD
CRD#: 18166
Past

December 19, 1984 - February 20, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/28/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/29/1992
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BE
BLACKROCK EXECUTION SERVICES
BARCLAYS GLOBAL INVESTORS SERVICES | BZW GLOBAL INVESTORS SERVICES | BZW BARCLAYS GLOBAL INVESTORS SERVICES | BLACKROCK EXECUTION SERVICES

CRD#: 39438 / SEC#: , 8-48719

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


Main Address
50 Hudson Yards, New York, NY 10001
Mailing Address
1 University Square Drive, Princeton, NJ 08540
Phone number
(609) 282-3046
Established
California since 08/31/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.SHAREHOLDER
DEVICO, JOSEPH GEORGEDIRECTOR2808563
HEROLD, MEREDITH LCHIEF EXECUTIVE OFFICER AND DIRECTOR4792340
MARCUS, ZACHARY SETHCHIEF FINANCIAL OFFICER AND FINOP7040433
MARO, JONATHAN MARTINDIRECTOR6476640
MEADE, CHRISTOPHER JOSEPHCHIEF LEGAL OFFICER6728448
ROHE, DOMINIKDIRECTOR3275040
ROSTA, GREGORY MATTHEWCHIEF COMPLIANCE OFFICER5193482
SKOWRONSKI, SCOTT MICHAELCHIEF OPERATING OFFICER5171257
VILLACORTA, ROLAND ESTEBANDIRECTOR2566073

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.

Company Information


BLACKROCK EXECUTION SERVICES

CRD#: 39438

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