Brian Stephan Sr Pagnanelli
Professional Summary
Brian Stephan Sr Pagnanelli, who also goes by Brian Stephen Pagnanelli, is a registered financial advisor currently at TZ CLEAR LLC located in Brooklyn, New York. Brian is registered as a RR (Registered Representative) and started their career in finance in 1986. Brian has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Stephen Pagnanelli
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
KOONCE SECURITIES, INC. | TZ CLEAR LLC | KOONCE SECURITIES, LLC
Contact Information
Main Address
8080 North Central Expressway Suite 1700, Dallas, TX 75206Mailing Address
8080 North Central Expressway Suite 1700, Dallas, TX 75206Phone Number
(214) 216-0851Established
Delaware since 07/22/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(5/19/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brian Stephan Sr Pagnanelli's CRS (Customer Relationship Summary).
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