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Suzanne J. Cunningham

MUZINICH CAPITAL LLC
Palm Beach, Fl 33480, FL 33480
Some features on this profile are disabled
CRD#: 2197654
SC

Professional summary

Suzanne Jane Cunningham is a registered financial professional currently at MUZINICH CAPITAL LLC located in Palm Beach, Fl 33480, Florida.

Suzanne is registered as a RR (Registered Representative) and started their career in finance in 1995. Suzanne has worked at 5 firms and has passed the Series 63, Series 79TO, SIE 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) - BD

Click below to view Suzanne Jane Cunningham'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 27, 2008 - Present

MUZINICH CAPITAL LLC

Office #1: 230 Royal Palm Way Suite 303, Palm Beach, Fl 33480, FL 33480
BD
CRD#: 146017
Palm Beach, Fl 33480, FL
Past

August 4, 2004 - February 13, 2006

MUZINICH & CO., INC.

BD
CRD#: 22998
NEW YORK, NY
Past

September 10, 1998 - April 7, 2004

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

August 4, 1997 - August 25, 1998

CKM SECURITIES, LLC

BD
CRD#: 42027
LOS ANGELES, CA
Past

February 28, 1995 - March 6, 1997

BDS SECURITIES LLC

BD
CRD#: 21751
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
(12/20/2023)
RR
New York
(2/3/2009)

Exams

State Security Law Exam
RR
Series 63
Date: 9/19/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/27/1994
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MUZINICH CAPITAL LLC
MUZINICH CAPITAL LLC | PARKBROOK CAPITAL LLC

CRD#: 146017 / SEC#: , 8-67832

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

Main Address
450 Park Avenue Suite 1800, New York, NY 10022
Mailing Address
450 Park Avenue Suite 1800, New York, NY 10022
Phone number
(212) 888-3413
Established
Delaware since 09/05/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 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#
MUZINICH & COMPANY INC.MANAGING MEMBER
EVANCHO, ANDREA VADASCCO2393530
LUDWIG, MICHAEL MR.FINOP/CFO4988562
MUZINICH, GEORGE MILANMEMBER1248009

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

MUZINICH CAPITAL LLC

CRD#: 146017Palm Beach, Fl 33480, FL 33480

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