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BZ

Brennan A. Zizzi

ZIZZI INVESTMENTS
Mechanicsburg, PA
Some features on this profile are disabled
CRD#: 7049883
BZ

Professional summary

Brennan Anthony Zizzi, CFP® is a registered financial advisor currently at ZIZZI INVESTMENTS located in Mechanicsburg, Pennsylvania.

Brennan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brennan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
1. CUMBERLAND GOLF CLUB, 2395 RITNER HWY, CARLISLE, PA, 04/2007, PROSHOP EMPLOYEE, NIR-25/MO-0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennan Anthony Zizzi'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®
CFP®

Certified Financial Planner

Experience

Current

October 7, 2022 - Present

ZIZZI INVESTMENTS

RIA
CRD#: 322664
Mechanicsburg, PA
Past

May 14, 2019 - October 14, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Harrisburg, PA
Past

January 30, 2019 - October 14, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
HARRISBURG, PA

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
Pennsylvania
(10/7/2022)
IAR
Virginia
(10/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/28/2018
Securities Industry Essentials Examination

Current Firm

ZI
ZIZZI INVESTMENTS
ZIZZI INVESTMENTS | ZIZZI INVESTMENTS, LLC

CRD#: 322664 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (10/7/2022 Approved)
Texas
Registered Investment Advisory firm - (5/3/2023 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (10/28/2025 Approved)
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Contact information

Main Address
Mechanicsburg, PA
Mailing Address
Phone number
(717) 961-9456
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts197
AUM (Assets Under Management)$ 35,175,462

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

ZIZZI INVESTMENTS

CRD#: 322664Mechanicsburg, PA

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