Joseph A. Zielinski
BLUEFIN FINANCIAL
Moorestown, NJ 08057
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CRD#: 2998331
Professional summary
Joseph Anthony Zielinski JR, CFP®, who also goes by Joseph A Zielinski Jr, is a registered financial advisor currently at BLUEFIN FINANCIAL located in Moorestown, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Joseph has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph A Zielinski Jr
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.
MONEY MGT FS, LIFE INSURANCE - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 5/1998 - LOCATED AT 212 W ROUTE 38 STE 106, MOORESTOWN, NJ 08057
JOSEPH ZIELINSKI JR., VOLUNTEER--BOARD MEMBER - 5% TIME SPENT
DOUBLE SKI CAPITAL LLC/PROPERTY MANAGEMENT--PARTNER - 5% TIME SPENT
3D MEDIA MARKETING LLC, PROVIDES DIGITAL SIGNAGE ADVERTISING TO BUSINESSES, INVESTOR, 0% TIME SPENT
JOSEPH A ZIELINSKI CPA/TAX PREPARATION--SOLE PRACTICIONER - 10% TIME SPENT
SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 5/2003 - LOCATED AT 212 W ROUTE 38 STE 106, MOORESTOWN, NJ 08057
SELF, VOLUNTEER, BOARD MEMEBER, TIME SPENT 5%
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Anthony Zielinski JR'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®
CFP®
Start date: 1999
Experience
Current
August 7, 2017 - Present
BLUEFIN FINANCIAL
Office #1: 212 West Route 38 Suite 106, Moorestown, NJ 08057RIA
CRD#: 288375
Moorestown, NJ
Past
June 12, 2003 - December 1, 2017
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
MOORESTOWN, NJ
Past
May 16, 2003 - December 1, 2017
SECURITIES AMERICA, INC.
BD
CRD#: 10205
MOORESTOWN, NJ
Past
June 5, 2002 - May 23, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
MARLTON, NJ
Past
March 11, 1998 - May 23, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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".
BF
BLUEFIN FINANCIAL
BLUEFIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC
CRD#: 288375 / SEC#: 801-112245
RIA
Registered Investment Advisory firm - (1/2/2018 Approved)Florida
Registered Investment Advisory firm - (1/29/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/31/2018 Terminated)Texas
Registered Investment Advisory firm - (1/29/2018 Terminated)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
New Jersey(8/7/2017)
IAR
Texas(9/14/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
BF
BLUEFIN FINANCIAL
BLUEFIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC
CRD#: 288375 / SEC#: 801-112245
RIA
Registered Investment Advisory firm - (1/2/2018 Approved)Florida
Registered Investment Advisory firm - (1/29/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/31/2018 Terminated)Texas
Registered Investment Advisory firm - (1/29/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
212 West Route 38 Suite 106, Moorestown, NJ 08057
Mailing Address
Phone number
(856) 795-9998
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 677 |
| AUM (Assets Under Management) | $ 259,407,105 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
