GZ
Gregory S. Zavoyna
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT
Philadelphia, PA 19103
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CRD#: 2223650
GZ
Professional summary
Gregory Stephen Zavoyna is a registered financial advisor currently at BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC located in Philadelphia, Pennsylvania and FRANKLIN DISTRIBUTORS, LLC located in Philadelphia, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Gregory has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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 Martin J. Smith Foundation: Reisterstown, MD; Provides scholarships to students with financial need; Board Member; Beginning 07/01/2023; Approx. time devoted - As needed; no time devoted during normal securities hours.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Stephen Zavoyna's 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®
NoneExperience
Current
January 15, 2002 - Present
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Office #1: 1735 Market Street Suite 1800, Philadelphia, PA 19103RIA
CRD#: 110783
Philadelphia, PA
Current
December 11, 2007 - Present
FRANKLIN DISTRIBUTORS, LLC
Office #1: 1735 Market Street Suite 1800, Philadelphia, PA 19103BD
CRD#: 109064
Philadelphia, PA
Past
September 14, 2001 - April 5, 2002
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
June 17, 1992 - September 21, 1995
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BG
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
BRANDYWINE ASSET MANAGEMENT INC. | LEGG MASON GLOBAL EQUITY ADVISORS | LEGG MASON ASSET MANAGEMENT ASIA, DE | BW GLOBAL INVESTMENT MANAGEMENT | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | BRANDYWINE ASSET MANAGEMENT, LLC
CRD#: 110783 / SEC#: 801-27797
RIA
Registered Investment Advisory firm - (8/29/1986 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(1/3/2022)
RR
Alaska(4/10/2008)
RR
Arizona(1/10/2022)
RR
Arkansas(1/3/2021)
RR
California(4/10/2008)
RR
Colorado(7/28/2020)
RR
Connecticut(4/10/2008)
IAR
Delaware(1/15/2002)
RR
Delaware(1/4/2022)
RR
District of Columbia(4/17/2008)
RR
Florida(4/11/2008)
RR
Georgia(8/20/2020)
RR
Hawaii(1/5/2022)
RR
Idaho(7/28/2020)
RR
Illinois(1/5/2022)
RR
Indiana(1/5/2022)
RR
Iowa(1/4/2022)
RR
Kansas(4/14/2008)
RR
Kentucky(1/4/2022)
RR
Louisiana(4/15/2008)
RR
Maine(1/4/2022)
RR
Maryland(4/15/2008)
RR
Massachusetts(4/16/2008)
RR
Michigan(4/14/2008)
RR
Minnesota(4/16/2008)
RR
Mississippi(1/4/2022)
RR
Missouri(7/23/2020)
RR
Montana(7/27/2020)
RR
Nebraska(1/4/2022)
RR
Nevada(4/18/2008)
RR
New Hampshire(1/4/2022)
RR
New Jersey(5/13/2008)
RR
New Mexico(1/4/2022)
RR
New York(4/15/2008)
RR
North Carolina(7/22/2020)
RR
North Dakota(1/10/2022)
RR
Ohio(7/22/2020)
RR
Oklahoma(4/30/2008)
RR
Oregon(4/11/2008)
IAR
Pennsylvania(1/22/2007)
RR
Pennsylvania(4/11/2008)
RR
Rhode Island(1/5/2022)
RR
South Carolina(1/4/2022)
RR
South Dakota(1/13/2022)
RR
Tennessee(1/4/2022)
RR
Texas(4/11/2008)
RR
Utah(4/10/2008)
RR
Vermont(1/3/2022)
RR
Virgin Islands(10/23/2017)
RR
Virginia(4/10/2008)
RR
Washington(4/10/2008)
RR
West Virginia(1/3/2022)
RR
Wisconsin(1/3/2022)
RR
Wyoming(1/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BG
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
BRANDYWINE ASSET MANAGEMENT INC. | LEGG MASON GLOBAL EQUITY ADVISORS | LEGG MASON ASSET MANAGEMENT ASIA, DE | BW GLOBAL INVESTMENT MANAGEMENT | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | BRANDYWINE ASSET MANAGEMENT, LLC
CRD#: 110783 / SEC#: 801-27797
RIA
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Contact information
Main Address
1735 Market Street Suite 1800, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 609-3500
Established
Firm type
Fiscal year end
# of Employees
157
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 977 |
| AUM (Assets Under Management) | $ 65,444,378,166 |
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.
