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BZ

Brian J. Ziarnick

ZIARNICK FINANCIAL LLC
Wimberley, TX
Some features on this profile are disabled
CRD#: 5255420
BZ

Professional summary

Brian Jeffrey Ziarnick is a registered financial advisor currently at ZIARNICK FINANCIAL LLC located in Wimberley, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

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.
Brian Ziarnick does bookkeeping for 2 small businesses. This is not investment related. The address of the business is my residence at 11201 Mount Sharp Rd, Wimberley, TX 78676. This bookkeeping is done under the umbrella of Ziarnick Financial, LLC. Brian Ziarnick is the owner/President of Ziarnick Financial, LLC. The start date for this activity was the same as the creation of Ziarnick Financial, LLC (1/28/2012). Number of hours devoted to this business is approximately 15 per month. The number of hours during during securities trading hours is approximately 0 per month. The duties related to this activity includes recording receipts and income into Quickbooks for two separate small businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jeffrey Ziarnick'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

April 9, 2012 - Present

ZIARNICK FINANCIAL LLC

RIA
CRD#: 161872
Wimberley, TX
Past

February 23, 2010 - September 1, 2010

A.G.P. / ALLIANCE GLOBAL PARTNERS

BD
CRD#: 8361
LOS ANGELES, CA

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
Texas
(4/9/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/8/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2010
General Securities Representative Examination

Current Firm

ZF
ZIARNICK FINANCIAL LLC
ZIARNICK FINANCIAL LLC | ZIARNICK, BRIAN JEFFREY

CRD#: 161872 / SEC#:

Texas
Registered Investment Advisory firm - (4/9/2012 Approved)
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Contact information

Main Address
Wimberley, TX
Mailing Address
Phone number
(512) 650-3710
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

ZIARNICK FINANCIAL LLC

CRD#: 161872Wimberley, TX

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