GZ

Giordan M. Zaro

GM CAPITAL MANAGEMENT
CHICAGO, IL
Some features on this profile are disabled
CRD#: 6613514
GZ

Professional summary


Giordan Marc Zaro, who also goes by Giordan Zaro, Marc Zaro, Giordan Marc Zaro, is a registered financial advisor currently at GM CAPITAL MANAGEMENT LLC located in Chicago, Illinois and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois.

Giordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Giordan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Giordan Zaro | Marc Zaro | Giordan Marc Zaro

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.

CRS (Client Relationship Summary) - RIA


Click below to view Giordan Marc Zaro'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

October 22, 2024 - Present

GM CAPITAL MANAGEMENT LLC

RIA
CRD#: 326504
CHICAGO, IL
Current

March 26, 2026 - Present

QUINCY WELLS CAPITAL, LLC

Office #1: 145 South Wells Ste 1301, Chicago, IL 60606
BD
CRD#: 334163
CHICAGO, IL
Past

October 22, 2024 - December 31, 2025

GM CAPITAL MANAGEMENT LLC

RIA
CRD#: 326504
CHICAGO, IL
Past

June 21, 2023 - March 26, 2026

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

February 18, 2022 - March 31, 2023

WILSON FINANCIAL ADVISORY SERVICES

RIA
CRD#: 289286
COLUMBIA CITY, IN
Past

January 26, 2021 - July 23, 2021

INVICTA CAPITAL LLC

BD
CRD#: 288101
OAKMONT, PA
Past

March 23, 2020 - January 11, 2021

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

February 6, 2018 - November 13, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

February 6, 2018 - November 13, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 18, 2017 - December 1, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

January 1, 2017 - December 1, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
Illinois
(10/22/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GC
GM CAPITAL MANAGEMENT LLC
GM CAPITAL MANAGEMENT LLC | GM PRIVATE EQUITY LLC

CRD#: 326504 / SEC#:

Illinois
Registered Investment Advisory firm - (10/22/2024 Approved)
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Contact information


Main Address
Chicago, IL
Mailing Address
Phone number
(917) 399-9224
Established
Firm type
Fiscal year end
# of Employees
1
0

Red Flags


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Company Information


GM CAPITAL MANAGEMENT LLC

CRD#: 326504Chicago, IL

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