SZ
Stephen L. Zielinski
VIAGEM
St. Louis, MO 63131
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CRD#: 2329163
SZ
Professional summary
Stephen Louis Zielinski, CIMA® is a registered financial advisor currently at VIAGEM, LLC located in St. Louis, Missouri.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Stephen has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 2 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.
1.)VIAGEM, LLC INVESTMENT CONSULTING (REGISTERED IN STATE OF MO), INVESTMENT RELATED, OWNER/PRESIDENT SINCE MARCH 2006, REGISTERED INVESTMENT ADVISOR PROVIDING INSTITUTIONAL CLIENT ADVICE ON OTHER MANAGERS, DEVOTE 50% OF TIME TO THIS ACTIVITY, 12412 POWERSCOURT DRIVE, SUITE 240, ST. LOUIS, MO 63131.
2.) ZIELINSKI COMPANIES, 2150 HAMPTON AVE., ST. LOUIS, MO 63139, NOT INVESTMENT RELATED, (SINCE 3/2006) - INDEPENDENT CONTRACTOR PROVIDING CONSULTING SERVICES TO INSTITUTIONAL CLIENTS, RELIGIOUS AND NON-PROFIT ORGANIZATIONS, DEVOTE APPROX. 10% OF TIME TO THIS ACTIVITY.
3) SISTERS OF CHARITY OF THE INCARNATE WORD (SINCE 01/2011) FINANCE AND INVESTMENT COMMITTEE MEMBER, DEVOTE LESS THAN 1 HR./WEEK 4503 BROADWAY SAN ANTONIO, TEXAS, SAN ANTONIO, TX 78209
4.) INDEPENDENT SECURITY EVALUATORS, LLC (ISE); 4901 SPRINGARDEN DRIVE SUITE 200, BALTIMORE, MD 21209; NOT INVESTMENT-RELATED; STARTED SEPT. 1, 2014; VOLUNTARY ADVISORY COMMITTEE MEMBER FOR PILOT STUDY; THE FIRM USES SCIENTIFIC APPROACHES TO IMPROVE THEIR CLIENTS' INFORMATION SECURITY; DUTIES INCLUDE HOLDING A TEMPORARY ADVISORY ROLE FOR THE PILOT PROGRAM; DEVOTE LESS THAN 1 HOUR/WEEK TO THIS ACTIVITY
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Louis Zielinski'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®
Experience
Current
July 18, 2006 - Present
VIAGEM, LLC
Office #1: 12444 Powerscourt Drive Suite 190, St. Louis, MO 63131RIA
CRD#: 140927
St. Louis, MO
Past
May 5, 2010 - February 21, 2017
MCLEAN SECURITIES, LLC
BD
CRD#: 104117
MCLEAN, VA
Past
May 6, 2008 - December 31, 2012
COST CONTAINMENT SERVICES, INC.
BD
CRD#: 22938
ST. LOUIS, MO
Past
March 10, 1999 - June 8, 2006
ZED INVESTMENT COMPANY
RIA
CRD#: 112984
ST. LOUIS, MO
Past
October 10, 1995 - February 15, 2006
INSTITUTIONAL INVESTORS ADVISORY COMPANY
RIA
CRD#: 109655
ST. LOUIS, MO
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.Highlighted states indicate IAR registrations
IAR
Missouri(7/18/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 4/30/1993
Non-Member General Securities ExaminationCurrent Firm
VL
VIAGEM, LLC
VIAGEM, LLC
CRD#: 140927 / SEC#:
Missouri
Registered Investment Advisory firm - (7/17/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12444 Powerscourt Drive Suite 190, St. Louis, MO 63131
Mailing Address
13 Timber Creek, St. Louis, MO 63127
Phone number
(314) 307-1090
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 14,000,000 |
Red Flags
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Company Information
VIAGEM, LLC
CRD#: 140927St. Louis, MO 63131TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
