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MZ

Moustafa M. Zayed

Some features on this profile are disabled
CRD#: 2284697
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.

Moustafa Mahmoud Zayed, who also goes by Adam Z, Adam Mahmoud Zayed, Moustafa Mahmoud Zayedmoustafa, was a registered financial professional .

Moustafa is a previously registered financial professional and started their career in finance in 1992. Moustafa had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Adam Z | Adam Mahmoud Zayed | Moustafa Mahmoud Zayedmoustafa

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

January 19, 2005 - October 11, 2007

SKYEBANC, INC.

BD
CRD#: 44164
SHREWSBURY, NJ
Past

July 26, 2001 - January 1, 2002

FIRST COLONIAL SECURITIES

BD
CRD#: 25121
BOCA RATON, FL
Past

July 29, 1999 - December 13, 2002

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

October 2, 1998 - July 20, 1999

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

September 22, 1998 - October 7, 1998

PREFERRED SECURITIES GROUP, INC.

BD
CRD#: 35704
BOCA RATON, FL
Past

February 27, 1998 - October 5, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

June 13, 1995 - March 4, 1998

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

December 1, 1994 - June 26, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 5, 1993 - December 2, 1994

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

October 5, 1992 - December 17, 1992

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585

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: 12/13/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/27/1999
General Securities Principal Examination

Current Firm

SI
SKYEBANC, INC.
SKYEBANC, INC. | THE LIGHTHOUSE ORGANIZATION, INC.

CRD#: 44164 / SEC#: , 8-50562

BD
Terminated by SEC on 01/09/2011
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Contact information

Main Address
Mailing Address
Phone number
Established
California since 09/29/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
LABARBARA, VINCENT WILLIAMBOARD MEMBER/SHAREHOLDER1108987
MARSILLO, MARIO JRPRES,CHIEF COMPLIANCE OFFICER,AML OFFICER,SHAREHOLDER,CHAIRMAN OF THE BOARD2193575
FISCHER, KAREN ZILLIAFINANCIAL AND OPERATIONS PRINCIPAL1708090

Disclosures

Regulatory Event1

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

SKYEBANC, INC.

CRD#: 44164

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