Brian T. Taddeo

MUZINICH CAPITAL LLC

New York, NY 10022

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CRD#: 4445647

Professional summary

Brian Thomas Taddeo is a registered financial professional currently at MUZINICH CAPITAL LLC located in New York, New York.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2001. Brian has worked at 5 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Thomas Taddeo's CRS (Customer Relationship Summary).

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

August 15, 2016 - Present

MUZINICH CAPITAL LLC

Office #1: 450 Park Avenue Suite 1800, New York, NY 10022

CRD#: 146017

New York, NY

Past

February 19, 2013 - July 6, 2016

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

ROSELAND, NJ

Past

March 3, 2008 - March 15, 2013

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

ROSELAND, NJ

Past

August 1, 2003 - March 4, 2008

BNY CAPITAL MARKETS INC.

CRD#: 18303

NEW YORK, NY

Past

October 16, 2001 - July 18, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

New York
(8/15/2016)

Exams

State Security Law Exam

Series 63

Date: 10/22/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 3/4/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 1/21/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 10/15/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/4/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MUZINICH CAPITAL LLC

MUZINICH CAPITAL LLC | PARKBROOK CAPITAL LLC

CRD#: 146017 / SEC#: , 8-67832

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

450 Park Avenue Suite 1800, New York, NY 10022

Mailing Address

450 Park Avenue Suite 1800, New York, NY 10022

Phone number

(212) 888-3413

Established

Delaware since 09/05/2007

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MUZINICH & COMPANY INC.	MANAGING MEMBER
EVANCHO, ANDREA VADAS	CCO	2393530
LUDWIG, MICHAEL MR.	FINOP/CFO	4988562
MUZINICH, GEORGE MILAN	MEMBER	1248009

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian T. Taddeo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Thomas Taddeo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERT W. BAIRD & CO. INCORPORATED

GLEACHER & COMPANY SECURITIES, INC.

BNY CAPITAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/2001

SIE

Date: 10/1/2018

Series 87

Date: 3/4/2005

Series 86

Date: 1/21/2005

Series 7

Date: 10/15/2001

Series 24

Date: 6/4/2009

FINRA

Current Firm

MUZINICH CAPITAL LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

MUZINICH CAPITAL LLC

TRUST BUT VERIFY

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