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ZB

Zackary J. Brlozan

PHX FINANCIAL
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 6702277
ZB

Professional summary

Zackary James Brlozan, who also goes by Zackary James Blozen, Zackary Blozen, Zack James, Zackary James Mcguinness, Zackary Mcguinness, is a registered financial professional currently at PHX FINANCIAL, INC. located in Red Bank, New Jersey.

Zackary is registered as a RR (Registered Representative) and started their career in finance in 2016. Zackary has 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

Zackary James Blozen | Zackary Blozen | Zack James | Zackary James Mcguinness | Zackary Mcguinness

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) - BD

Click below to view Zackary James Brlozan's CRS (Customer Relationship Summary).
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

September 8, 2025 - Present

PHX FINANCIAL, INC.

Office #1: 280 Highway 35, Red Bank, NJ 07701Office #2: 100 Wall Street Floor 10, New York, NY 10005
BD
CRD#: 144403
Red Bank, NJ
Past

August 1, 2024 - August 28, 2024

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
RED BANK, NJ
Past

March 27, 2023 - July 10, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PRINCETON, NJ
Past

July 27, 2021 - November 9, 2022

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

March 23, 2021 - June 21, 2021

MONMOUTH CAPITAL MANAGEMENT LLC

BD
CRD#: 290248
POINT PLEASANT BEACH, NJ
Past

May 2, 2020 - March 24, 2021

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
RED BANK, NJ
Past

September 7, 2016 - May 9, 2018

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/9/2025)
RR
California
(9/11/2025)
RR
Florida
(9/9/2025)
RR
Georgia
(9/9/2025)
RR
Louisiana
(9/11/2025)
RR
New Jersey
(9/9/2025)
RR
New York
(9/9/2025)
RR
Texas
(9/9/2025)
RR
Washington
(9/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/7/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/9/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/7/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures

Regulatory Event4
Arbitration2

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

PHX FINANCIAL, INC.

CRD#: 144403Red Bank, NJ 07701

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