Zachary H. Kivitz
Professional summary
Zachary Harrison Kivitz, who also goes by Zachary Kivitz, is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in New York, New York.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2017. Zachary has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zachary Harrison Kivitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2022 - Present
CENTERVIEW PARTNERS LLC
Office #1: 31 West 52nd Street 22nd Floor, New York, NY 10019Office #2: 555 California St, Suite 4300, San Francisco, CA 94104August 31, 2017 - April 27, 2022
DEUTSCHE BANK SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2022)
Exams
Series 7TO
Date: 1/9/2023
General Securities Representative ExaminationFINRA
Current Firm
CENTERVIEW PARTNERS LLC
CRD#: 133796 / SEC#: , 8-66774
Contact information
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CENTERVIEW PARTNERS ADVISORY HOLDINGS LLC | MANAGING MEMBER | |
| EFFRON, BLAIR WAYNE | PARTNER | 1532642 |
| HARTMAN, ALAN PHILIP | PARTNER | 2595280 |
| KOSOWSKY, AMANDA LENORE | CHIEF COMPLIANCE OFFICER | 6639399 |
| PRUZAN, ROBERT ALAN | PARTNER | 2018542 |
| ROBINSON, MARK JASON | PARTNER | 2394581 |
| VICARI, JEANNE | FINOP & CHIEF FINANCIAL OFFICER | 1975263 |
Red Flags
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