JB
John R. Burzenski
GREY LEDGE ADVISORS
Guilford, CT 06437
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CRD#: 4245878
JB
Professional summary
John Robert Burzenski is a registered financial advisor currently at GREY LEDGE ADVISORS, LLC located in Guilford, Connecticut.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 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. JOHN IS A LICENSED INSURANCE AGENT, ACTING IN AN INDIVIDUAL CAPACITY. APPROX. 10 HOURS/YR. NON-INVESTMENT RELATED. 2. NAME OF OTHER BUSINESS: BURZENSKI & CO PC; INVESTMENT RELATED: NO; ADDRESS: EAST HAVEN, CT; NATURE OF BUSINESS: CPA/ACCOUNTING FIRM; START DATE: 1/2014; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; POSITION/TITLE/RELATIONSHIP: CPA; BRIEF DESCRIPTION OF DUTIES: PREPARING TAX RETURNS AND OTHER ACCOUNTING DUTIES. 3. NAME OF OTHER BUSINESS: ABCO WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: EAST HAVEN, CT; NATURE OF BUSINESS: PASS-THROUGH ENTITY; START DATE: 12/1999; POSITION/TITLE/RELATIONSHIP: OWNER/ SINGLE MEMBER, LLC; RECEIVES TRAIL COMMISSIONS ON LTC, LIFE AND GROUP LIFE POLICIES; NO NEW BUSINESS IS WRITTEN.
CRS (Client Relationship Summary) - RIA
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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
June 4, 2021 - Present
GREY LEDGE ADVISORS, LLC
Office #1: One Park Street, Guilford, CT 06437RIA
CRD#: 124867
Guilford, CT
Past
April 10, 2017 - January 14, 2021
CTMA WEALTH MANAGEMENT
RIA
CRD#: 157855
EAST HAVEN, CT
Past
January 2, 2001 - April 13, 2017
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
EAST HAVEN, CT
Past
August 16, 2000 - April 13, 2017
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
EAST HAVEN, CT
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".
GL
GREY LEDGE ADVISORS, LLC
ARIA, LLC | GSB WEALTH MANAGEMENT, LLC | GREY LEDGE ADVISORS, LLC | GREY LEDGE ADVISORS | CTMA | ASSET & RETIREMENT INVESTMENT ASSOCIATES, LLC
CRD#: 124867 / SEC#: 801-61932
RIA
Registered Investment Advisory firm - (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - (3/27/2003 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
Connecticut(6/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GL
GREY LEDGE ADVISORS, LLC
ARIA, LLC | GSB WEALTH MANAGEMENT, LLC | GREY LEDGE ADVISORS, LLC | GREY LEDGE ADVISORS | CTMA | ASSET & RETIREMENT INVESTMENT ASSOCIATES, LLC
CRD#: 124867 / SEC#: 801-61932
RIA
Registered Investment Advisory firm - (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - (3/27/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Park Street, Guilford, CT 06437
Mailing Address
Phone number
(203) 453-9075
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,479 |
| AUM (Assets Under Management) | $ 540,432,340 |
Red Flags
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Company Information
GREY LEDGE ADVISORS, LLC
CRD#: 124867Guilford, CT 06437TRUST BUT VERIFY
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