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HZ

Harold J. Zazula

CRYSTAL CAPITAL MANAGEMENT
Saugus, MA 01906
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CRD#: 6096583
HZ

Professional summary


Harold Jay Zazula, CFP®, who also goes by Harold J Zazula, Harold Jay Zazula, Harold Zazula, is a registered financial advisor currently at CRYSTAL CAPITAL MANAGEMENT CORPORATION located in Saugus, Massachusetts.

Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Harold has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Harold J Zazula | Harold Jay Zazula | Harold Zazula

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 Harold Jay Zazula'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®

Start date: 2022

Experience


Current

December 20, 2019 - Present

CRYSTAL CAPITAL MANAGEMENT CORPORATION

Office #1: 99 Walnut Street Suite A, Saugus, MA 01906
RIA
CRD#: 124599
Saugus, MA
Past

June 13, 2018 - May 13, 2019

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Andover, MA
Past

June 5, 2018 - May 13, 2019

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
ANDOVER, MA
Past

September 7, 2017 - June 5, 2018

STRATOS WEALTH PARTNERS, LTD

RIA
CRD#: 153184
Wellesley, MA
Past

May 8, 2017 - May 21, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
WELLESLEY, MA
Past

September 28, 2012 - May 9, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WALTHAM, MA

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
Massachusetts
(12/20/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/28/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CRYSTAL CAPITAL MANAGEMENT CORPORATION
BURTON, WILLIAM LAWRENCE | WILLIAM BURTON | CRYSTAL CAPITAL MANAGEMENT CORPORATION

CRD#: 124599 / SEC#:

Massachusetts
Registered Investment Advisory firm - (9/10/2000 Approved)
New Hampshire
Registered Investment Advisory firm - (7/28/2016 Approved)
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Contact information


Main Address
99 Walnut Street Suite A, Saugus, MA 01906
Mailing Address
Phone number
(781) 233-2204
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts185
AUM (Assets Under Management)$ 35,000,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CRYSTAL CAPITAL MANAGEMENT CORPORATION

CRD#: 124599Saugus, MA 01906

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