Gregory A. Klobucar

QUASAR DISTRIBUTORS

Bridgewater, NJ 08807

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CRD#: 4699937

Professional summary

Gregory Adam Klobucar is a registered financial professional currently at QUASAR DISTRIBUTORS, LLC located in Bridgewater, New Jersey.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2003. Gregory has worked at 6 firms and has passed the Series 63, Series 66, SIE and Series 7 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 Gregory Adam Klobucar'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®

None

Experience

Current

August 15, 2013 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 400 Crossing Blvd 4th Floor, Bridgewater, NJ 08807

CRD#: 103848

Bridgewater, NJ

Past

January 26, 2010 - September 4, 2012

MANAGED ACCOUNT ADVISORS LLC

RIA

CRD#: 142558

JERSEY CITY, NJ

Past

July 14, 2009 - January 27, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JERSEY CITY, NJ

Past

July 13, 2009 - January 27, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 27, 2006 - July 24, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. LOUIS, MO

Past

January 23, 2006 - July 24, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 30, 2004 - October 28, 2005

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

September 23, 2003 - October 28, 2005

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

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 Jersey
(8/15/2013)

Exams

State Security Law Exam

Series 63

Date: 4/1/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/18/2003

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: 8/15/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

QUASAR DISTRIBUTORS, LLC

CRD#: 103848 / SEC#: , 8-52323

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone number

(866) 251-6920

Established

Delaware since 01/21/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS, LLC	SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKI	PRESIDENT/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145

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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Firm Stability Insights

Gregory A. Klobucar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Adam Klobucar's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANAGED ACCOUNT ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/1/2014

Series 66

Date: 11/18/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2013

FINRA

Current Firm

QUASAR DISTRIBUTORS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

QUASAR DISTRIBUTORS, LLC

TRUST BUT VERIFY

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