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MZ

Michael D. Zukowski

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CRD#: 1922539
MZ

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.

Michael David Zukowski was a registered financial advisor .

Michael is a previously registered financial advisor and started their career in finance in 1989. Michael had worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 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

March 24, 2011 - September 9, 2011

WALL STREET FINANCIAL GROUP, INC.

RIA
CRD#: 35830
S. YARMOUTH, MA
Past

January 14, 2011 - September 9, 2011

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
S. YARMOUTH, MA
Past

August 7, 2007 - December 23, 2010

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
OSTERVILLE, MA
Past

July 22, 2005 - December 23, 2010

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
OSTERVILLE, MA
Past

April 5, 1999 - July 28, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 1, 1990 - April 6, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 8, 1989 - November 18, 1989

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

February 14, 1989 - September 12, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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
IAR
Series 65
Date: 11/27/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 4/4/2005
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


WS
WALL STREET FINANCIAL GROUP, INC.
WALL STREET FINANCIAL GROUP, INC | WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830 / SEC#: 801-58292, 8-46964

BD
Terminated by SEC on 02/04/2017
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Contact information


Main Address
580 Fishers Station Drive, Victor, NY 14564
Mailing Address
Phone number
Established
New York since 04/08/1992
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
ANDERSON, DALE ROBERTVICE PRESIDENT1378651
BACHFINK, VICTORIA IRENEPRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER2653237
BACHFINK, VICTORIA IRENECHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER2653237

Disclosures


Regulatory Event2
Arbitration1

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


WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

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