Brian M. Kritzer
Professional summary
Brian Mark Kritzer is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Mark Kritzer's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 22, 2002 - Present
BLUEFIN RESEARCH PARTNERS, INC.
Office #1: 133 Federal St Suite 301, Boston, MA 02110Office #2: 133 Federal St Suite 301, Boston, MA 02110October 17, 2001 - May 23, 2002
AVIAN SECURITIES, LLC
February 6, 1998 - October 22, 2001
DETWILER FENTON & CO.
July 5, 1995 - February 20, 1998
WELLS FARGO SECURITIES, LLC
August 21, 1986 - March 9, 1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
August 21, 1986 - March 17, 1987
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/31/2002)
(5/23/2002)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BLUEFIN RESEARCH PARTNERS, INC.
CRD#: 119582 / SEC#: , 8-65196
Contact information
FINRA licenses (4 States and Territories)
Documents
Red Flags
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Company Information
BLUEFIN RESEARCH PARTNERS, INC.
CRD#: 119582Boston, MA 02110TRUST BUT VERIFY
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