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Bryan Michael Zegar

Bryan M. Zegar

HEARTHSTEAD FINANCIAL | Financial Advisor
FLEMINGTON, NJ
Some features on this profile are disabled
CRD#: 5663752
Bryan Michael Zegar

Professional summary

Bryan Michael Zegar, CFP®, who also goes by Bryan Michael Zegar, Bryan M Zegar, Bryan Zegar, is a registered financial advisor currently at HEARTHSTEAD FINANCIAL, LLC located in Flemington, New Jersey.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes

Aliases

Bryan Michael Zegar | Bryan M Zegar | Bryan Zegar

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) - RIA

Click below to view Bryan Michael Zegar'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

February 6, 2026 - Present

HEARTHSTEAD FINANCIAL, LLC

RIA
CRD#: 338442
FLEMINGTON, NJ
Past

December 10, 2019 - August 15, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
FLEMINGTON, NJ
Past

December 4, 2018 - August 15, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
FLEMINGTON, NJ

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
New Jersey
(2/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/11/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/5/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/4/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/12/2018
Securities Industry Essentials Examination

Current Firm

HF
HEARTHSTEAD FINANCIAL, LLC
HEARTHSTEAD FINANCIAL, LLC | READINGTON FINANCIAL ADVISORS

CRD#: 338442 / SEC#:

New Jersey
Registered Investment Advisory firm - (2/6/2026 Approved)
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Contact information

Main Address
Flemington, NJ
Mailing Address
Phone number
(908) 323-9443
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

HEARTHSTEAD FINANCIAL, LLC

Financial AdvisorCRD#: 338442Flemington, NJ

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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