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TZ

Thomas C. Zanowic

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CRD#: 6300390
TZ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Charles Zanowic, who also goes by Thomas C Zanowic, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2015. Thomas had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas C Zanowic

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.
Thomas Charles Zanowic is Client Advocate at RIA in a Box, LLC. He will not offer clients advice or products from those activities. Should a conflict of interest arise, ZI will mitigate the conflict in the client's best interest and keep record of the conflict. ZI always acts in the best interest of the client. This is a full-time position.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 30, 2018 - December 12, 2022

ZANOWIC INVESTMENTS LLC

RIA
CRD#: 298925
BRICK, NJ
Past

December 23, 2016 - April 18, 2017

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
NEW YORK, NY
Past

December 21, 2016 - April 18, 2017

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
New York, NY
Past

April 15, 2016 - November 2, 2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
MANASQUAN, NJ
Past

April 15, 2016 - November 2, 2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
MANASQUAN, NJ
Past

August 31, 2015 - May 10, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
MANASQUAN, NJ
Past

July 16, 2015 - May 10, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
MANASQUAN, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/27/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ZI
ZANOWIC INVESTMENTS LLC
ZANOWIC INVESTMENTS LLC

CRD#: 298925 / SEC#:

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Contact information


Main Address
Brick, NJ
Mailing Address
Phone number
(908) 910-5293
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


ZANOWIC INVESTMENTS LLC

CRD#: 298925

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