Brian G. Lizzi

TRIBRIDGE PARTNERS FINANCIAL LLC

Columbia, MD 21046

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CRD#: 4508810

Professional summary

Brian Gregory Lizzi, AIF® is a registered financial advisor currently at TRIBRIDGE PARTNERS FINANCIAL LLC located in Columbia, Maryland and MML INVESTORS SERVICES, LLC located in Columbia, Maryland.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brian has worked at 4 firms and has passed the Series 66, SIE and Series 7 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) NAME: TRIBRIDGE PARTNERS LLC. INV REL: Y ADD: 6721 COLUMBIA GATEWAY DR, SUITE 100, COLUMBIA, MD 21046NATURE: NONMMLIA INSURANCE BROKERAGE POSITION: SALES, AGENT START DATE: 2/11/13 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 4. (2) NAME: TRIBRIDGE PARTNERS FINANCIAL LLC INV REL: Y ADDR: 6721 COLUMBIA GATEWAY DR, SUITE 100, COLUMBIA, MD 21046 NATURE: PROVISION OF ADVISORY SERVICES TO CLIENTS THROUGH IRIA POSITION: ADVISOR START DATE: 5/16/2024 NO. HR/MO: 120 NO. HR/MO DURING SEC TRADING: 120 DUTIES: PROVIDE FINANCIAL ADVICE AND PLANNING SERVICES TO CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Gregory Lizzi'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 17, 2024 - Present

TRIBRIDGE PARTNERS FINANCIAL LLC

Office #1: 6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046

RIA

CRD#: 326489

Columbia, MD

Current

March 11, 2013 - Present

MML INVESTORS SERVICES, LLC

Office #1: 6721 Columbia Gateway Drive Suite 100, Columbia, MD 21048

RIA

CRD#: 10409

Columbia, MD

Past

March 18, 2013 - June 9, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BETHESDA, MD

Past

January 3, 2011 - February 8, 2013

FINANCIAL TELESIS INC

RIA

CRD#: 31012

BURTONSVILLE, MD

Past

January 3, 2011 - February 8, 2013

FINANCIAL TELESIS INC

CRD#: 31012

BURTONSVILLE, MD

Past

August 30, 2010 - January 5, 2011

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

BETHESDA, MD

Past

August 30, 2010 - January 5, 2011

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BETHESDA, MD

Past

July 12, 2005 - August 31, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BETHESDA, MD

Past

February 2, 2005 - August 31, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

BETHESDA, MD

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".

TRIBRIDGE PARTNERS FINANCIAL LLC

TRIBRIDGE PARTNERS FINANCIAL LLC | TRIBRIDGE WEALTH MANAGEMENT LLC | TRIBRIDGE WEALTH ADVISORS LLC

CRD#: 326489 / SEC#: 801-129200

RIA

Registered Investment Advisory firm - (5/15/2024 Approved)

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.

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

District of Columbia
(3/11/2013)

Maryland
(3/11/2013)

IAR

Maryland
(5/17/2024)

Pennsylvania
(8/21/2017)

Virginia
(3/11/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRIBRIDGE PARTNERS FINANCIAL LLC

TRIBRIDGE PARTNERS FINANCIAL LLC | TRIBRIDGE WEALTH MANAGEMENT LLC | TRIBRIDGE WEALTH ADVISORS LLC

CRD#: 326489 / SEC#: 801-129200

RIA

Registered Investment Advisory firm - (5/15/2024 Approved)

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Contact information

Main Address

6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046

Mailing Address

Phone number

(240) 422-8799

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	257
AUM (Assets Under Management)	$ 1,201,915,665

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.

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Advisor Monitoring

Firm Stability Insights

Brian G. Lizzi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Gregory Lizzi's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

TRIBRIDGE PARTNERS FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2005

FINRA

Current Firm

TRIBRIDGE PARTNERS FINANCIAL LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIBRIDGE PARTNERS FINANCIAL LLC

TRUST BUT VERIFY

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