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BL

Brian D. Lipinski

HAZARD & SIEGEL
Pittsburgh, PA 15244
Some features on this profile are disabled
CRD#: 2114085
BL

Professional summary

Brian Daniel Lipinski, who also goes by Brian Lipinski, is a registered financial professional currently at HAZARD & SIEGEL, INC. located in Pittsburgh, Pennsylvania.

Brian is registered as a RR (Registered Representative) and started their career in finance in 1991. Brian has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brian Lipinski

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 Brian Daniel Lipinski'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

January 8, 2020 - Present

HAZARD & SIEGEL, INC.

Office #1: 15686 Steubenville Pike Road, Pittsburgh, PA 15244
BD
CRD#: 2048
Pittsburgh, PA
Past

February 11, 2011 - December 31, 2019

HAZARD & SIEGEL, INC.

BD
CRD#: 2048
PITTSBURGH, PA
Past

September 10, 2004 - December 31, 2010

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
PITTSBURGH, PA
Past

September 10, 2001 - November 11, 2002

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA
Past

October 22, 1996 - August 6, 1997

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

November 10, 1993 - July 31, 1996

OHANESIAN / LECOURS, INC.

BD
CRD#: 23757
WEST HARTFORD, CT
Past

May 7, 1993 - October 25, 1993

OHANESIAN / LECOURS, INC.

BD
CRD#: 23757
WEST HARTFORD, CT
Past

June 3, 1991 - September 24, 1991

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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
(8/24/2021)
RR
Maryland
(3/31/2020)
RR
Ohio
(4/1/2022)
RR
Pennsylvania
(1/8/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 9/7/2001
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: 9/7/2001
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

H&
HAZARD & SIEGEL, INC.
HAZARD & SIEGEL, INC.

CRD#: 2048 / SEC#: , 8-13942

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
5793 Widewaters Parkway, Dewitt, NY 13214
Mailing Address
Po Box 157, Syracuse, NY 13214
Phone number
(315) 414-0722
Established
New York since 06/15/1971
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (43 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#
JOSEPH, ALEXANDER SOTIR JRCHIEF EXECUTIVE OFFICER1092307
MULLEN, DAVID MARKPRESIDENT/CHIEF COMPLIANCE OFFICER1327419

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

HAZARD & SIEGEL, INC.

CRD#: 2048Pittsburgh, PA 15244

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