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Edward J. Kruszka

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CRD#: 1360290
EK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward John Kruszka was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1985. Edward had worked at 5 firms and has passed the Series 63, Series 7, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

November 13, 2008 - October 30, 2009

CHITTENDEN SECURITIES, LLC.

BD
CRD#: 45190
BURLINGTON, VT
Past

February 8, 1988 - May 4, 2012

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
BRIDGEPORT, CT
Past

May 28, 1987 - February 10, 1988

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
Past

October 11, 1986 - May 12, 1987

PENDRICK REEVES ASSOCIATES, INC.

BD
CRD#: 7623
Past

June 18, 1985 - July 21, 1986

J. T. MORAN & CO., INC.

BD
CRD#: 15655

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: 7/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CS
CHITTENDEN SECURITIES, LLC.
CHITTENDEN INVESTMENT SERVICES, INC. | CHITTENDEN SECURITIES, LLC. | CHITTENDEN SECURITIES, INC. | CHITTENDEN SECURITIES | CHITTENDEN SECURITES, INC.

CRD#: 45190 / SEC#: , 8-50997

BD
Terminated by SEC on 12/29/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Vermont since 03/31/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PEOPLE'S UNITED BANKDIRECT OWNER
BEIRNE, DENNIS PATRICKCEO/PRESIDENT2306864
BENOIT, PAUL ANTHONYBD-CHIEF COMPLIANCE OFFICER/SECRETARY3053504
CARPENTER, MOLLY ELIZABETHOPERATIONS MANAGER/EXECUTIVE REPRESENTATIVE4683532
HARKINS, MICHAEL EUGENEDIRECTOR1449431
LOVELESS, BRIANDIRECTOR
MCELWEE, BRUCE TIMOTHYFINANCIAL OPERATIONS PRINCIPAL1743373
SANDBERG, LOUISEDIRECTOR

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


CHITTENDEN SECURITIES, LLC.

CRD#: 45190

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