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JB

John V. Bruzzese

BROADRIDGE BUSINESS PROCESS OUTSOURCING
Newark, NJ 07102-5005
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CRD#: 2403958
JB

Professional summary


John Vincent Bruzzese, who also goes by John V. Bruzzese, is a registered financial professional currently at BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC located in Newark, New Jersey.

John is registered as a RR (Registered Representative) and started their career in finance in 1996. John has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John V. Bruzzese

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 John Vincent Bruzzese'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®
None

Experience


Current

February 26, 2024 - Present

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

Office #1: 2 Gateway Center 283-299 Market St., Newark, NJ 07102-5005
BD
CRD#: 114212
Newark, NJ
Past

March 16, 2021 - March 6, 2024

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

October 19, 2016 - October 20, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 1, 2008 - March 21, 2016

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

January 9, 2004 - April 10, 2007

NATIXIS SECURITIES NORTH AMERICA INC.

BD
CRD#: 28722
NEW YORK, NY
Past

April 2, 2002 - June 25, 2002

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

September 1, 1998 - April 9, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 13, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

May 9, 1996 - September 30, 1996

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
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
New Jersey
(2/26/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 9/8/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BB
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC | MSCS FINANCIAL SERVICES, LLC | MSCS FINANCIAL SERVICES | LTX

CRD#: 114212 / SEC#: , 8-53412

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


Main Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Mailing Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Phone number
(201) 793-9304
Established
Delaware since 04/06/2001
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BROADRIDGE BPO HOLDING LLCSOLE MEMBER
ALEXANDER, MICHAEL JAYCEO/PRESIDENT/ MANAGER ON THE BOARD OF MANAGERS1428753
BEUTELSCHIES, WILL SAMUELDIRECTOR OF COMPLIANCE: AMLCO2779204
CASS, ALBERT JOHN LLLVICE PRESIDENT2182652
DEONIER, CHRISTIAN WILLIAMSENIOR VICE PRESIDENT2829240
GIACALONE, THOMAS A.PRINCIPAL OPERATING OFFICER / MANAGER ON THE BOARD OF MANAGERS2873774
JUHL, SVETLANAMANAGER ON THE BOARD OF MANAGERS6154375
PERRY, CHRISTOPHER JOHNMANAGER ON THE BOARD OF MANAGERS1841603
PORT, JAMES EDWARDCHIEF COMPLIANCE OFFICER2366427
SAX, CHARLES EDMONDCHIEF FINANCIAL OFFICER / VP / TREASURER / FINOP1821188

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


BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

CRD#: 114212Newark, NJ 07102-5005

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