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BZ

Barry W. Zelin

AXIOM CAPITAL MANAGEMENT
New York, NY 10118
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CRD#: 476200
BZ

Professional summary


Barry William Zelin, who also goes by Barry Zelin, is a registered financial professional currently at AXIOM CAPITAL MANAGEMENT, INC. located in New York, New York.

Barry is registered as a RR (Registered Representative) and started their career in finance in 1971. Barry has worked at 12 firms and has passed the Series 63, Series 7TO, SIE, PC, Series 1 and Series 000 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barry Zelin

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 Barry William Zelin'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

March 24, 1999 - Present

AXIOM CAPITAL MANAGEMENT, INC.

Office #1: 350 Fifth Avenue Suite 6740, New York, NY 10118
BD
CRD#: 26580
New York, NY
Past

October 11, 1994 - March 8, 1999

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

November 27, 1992 - October 5, 1994

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

November 28, 1989 - November 17, 1992

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

July 13, 1978 - February 17, 1979

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

February 22, 1978 - October 20, 1983

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

January 19, 1977 - July 13, 1978

BECKER SECURITIES INCORPORATED

BD
CRD#: 6796
Past

February 20, 1975 - January 23, 1977

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

May 16, 1973 - March 7, 1975

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

November 30, 1971 - May 15, 1973

SCHEINMAN HOCHSTIN & TROTTA

BD
CRD#: 1000001
Past

November 1, 1971 - November 25, 1989

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 23, 1971 - February 22, 1978

LEHMAN BROTHERS INCORPORATED

BD
CRD#: 514

State Registrations and Notice Filings


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

RR
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

RR
California
(3/22/1999)
RR
Colorado
(11/15/2024)
RR
New Jersey
(3/25/1999)
RR
New York
(3/25/1999)
RR
Texas
(3/29/1999)

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 9/2/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 11/29/1971
Registered Representative Examination
General Industry/Product Exam
RR
Series 000
Date: 11/1/1971
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


AC
AXIOM CAPITAL MANAGEMENT, INC.
AXIOM CAPITAL MANAGEMENT, INC. | DLM HOLDINGS INC.

CRD#: 26580 / SEC#: , 8-42638

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


Main Address
350 Fifth Avenue Suite 6740, New York, NY 10118
Mailing Address
350 Fifth Avenue Suite 6740, New York, NY 10118
Phone number
(212) 521-3800
Established
Delaware since 04/12/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DALTON, LIAM FRANCISCEO/PRESIDENT1327801
DICHIARA, MARIADIRECTOR OF OPERATIONS/EXECUTIVE VP1751312
MILLER, ERIC LEECCO/CROP/ROSFP/ROP/MUNICIPAL PRINCIPAL2200698
RICHARD, NEAL MICHAELHEAD TRADER2601802
WRIGHT, DAVID CHARLESFINOP6023564

Disclosures


Regulatory Event11
Civil Event1
Arbitration3

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.

Company Information


AXIOM CAPITAL MANAGEMENT, INC.

CRD#: 26580New York, NY 10118

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