AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BP

Bryan L. Pollack

NATIONWIDE PLANNING ASSOCIATES
Huntington, NY 11743
Some features on this profile are disabled
CRD#: 1658988
BP

Professional summary

Bryan L Pollack is a registered financial professional currently at NATIONWIDE PLANNING ASSOCIATES INC. located in Huntington, New York.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 1987. Bryan has worked at 5 firms and has passed the Series 63, SIE and Series 6 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) - BD

Click below to view Bryan L Pollack's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 6, 2002 - Present

NATIONWIDE PLANNING ASSOCIATES INC.

Office #1: 775 Park Avenue Suite 220, Huntington, NY 11743
BD
CRD#: 31029
Huntington, NY
Past

January 14, 1998 - June 5, 2002

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
HOLBROOK, NY
Past

October 12, 1995 - December 15, 1997

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

February 14, 1991 - October 13, 1995

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

September 24, 1987 - February 14, 1991

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/14/2009)
RR
New Jersey
(6/6/2002)
RR
New York
(6/6/2002)
RR
South Carolina
(5/12/2025)
RR
Tennessee
(3/23/2023)
RR
Washington
(2/12/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/28/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/23/1987
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NP
NATIONWIDE PLANNING ASSOCIATES INC.
NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029 / SEC#: , 8-45310

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410
Mailing Address
32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410
Phone number
(201) 476-0029
Established
New Jersey since 10/26/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ABRAMENKO, PETERCO-CHAIRMAN OF THE BOARD1405677
DE POL, MICHAEL JOHNFOUNDER AND CHAIRMAN OF THE BOARD2087651
COLLEARY, JAMES SCHIEF COMPLIANCE OFFICER5844640
KARALEWICH, MICHAEL JCHIEF EXECUTIVE OFFICER/ROSFP/FINOP2910052

Disclosures

Regulatory Event3
Bond1

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

NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029Huntington, NY 11743

TRUST BUT VERIFY

Monitor Bryan Pollack

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Subhrajit Goon
Subhrajit GoonAdvisorCheck Check Mark
AIMCDONNAUGH & CO. INC.
IAR
RR
Berkeley heights, NJ
Randy Brickman
Randy BrickmanAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
NORTH WOODMERE, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.