Michael A. Zielinski

Some features on this profile are disabled

CRD#: 6835159

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.

Michael Anthony Zielinski, who also goes by Michael A Zielinski, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2017. Michael had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael A Zielinski

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.

Own and operate an Information Technology business specializing in programming and online marketing of websites

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 11, 2017 - March 26, 2024

BLUEFIN FINANCIAL

RIA

CRD#: 288375

MOORESTOWN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUEFIN FINANCIAL

BLUEFIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC

CRD#: 288375 / SEC#: 801-112245

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

Florida

Registered Investment Advisory firm - (1/29/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/5/2017

Uniform Investment Adviser Law Examination

Current Firm

BLUEFIN FINANCIAL

BLUEFIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC

CRD#: 288375 / SEC#: 801-112245

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

Florida

Registered Investment Advisory firm - (1/29/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

212 West Route 38 Suite 106, Moorestown, NJ 08057

Mailing Address

Phone number

(856) 795-9998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL (3/3/2025)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 259,407,105

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael A. Zielinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BLUEFIN FINANCIAL

Primary Firm SEC Registration

BLUEFIN FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2017

Current Firm

BLUEFIN FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEFIN FINANCIAL

TRUST BUT VERIFY

Similar Advisors