Brian Mark Kritzer
Professional Summary
Brian Mark Kritzer is a registered financial advisor currently at BLUEFIN RESEARCH PARTNERS, INC. located in Boston, Massachusetts. Brian is registered as a RR (Registered Representative) and started their career in finance in 1986. Brian has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 86, Series 87, Series 7, Series 27 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BLUEFIN RESEARCH PARTNERS, INC.
Contact Information
Main Address
133 Federal St Suite 301, Boston, MA 02110Mailing Address
133 Federal St Suite 301, Boston, MA 02110Phone Number
(617) 737-5700Established
Delaware since 11/14/2001Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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
(5/31/2002)
(5/23/2002)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Feb 2005About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brian Mark Kritzer's CRS (Customer Relationship Summary).
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