CS
Czar M. Suzick
SUZICK, CZAR MICHAEL
SAN DIEGO, CA
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CRD#: 3061793
CS
Professional summary
Czar Michael Suzick is a registered financial advisor currently at SUZICK, CZAR MICHAEL located in San Diego, California.
Czar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Czar has worked at 1 firm and has passed the Series 7 exam.
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 advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Czar Michael Suzick'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
December 8, 2023 - Present
SUZICK, CZAR MICHAEL
RIA
CRD#: 132084
SAN DIEGO, CA
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
California(12/8/2023)
Exams
General Industry/Product Exam
Current Firm
SC
SUZICK, CZAR MICHAEL
SUZICK, CZAR MICHAEL
CRD#: 132084 / SEC#:
California
Registered Investment Advisory firm - (5/11/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Diego, CA
Mailing Address
Phone number
(619) 784-9025
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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