MZ
Michael D. Zitron
B. WATER INVESTMENTS
Virginia Beach, VA
Some features on this profile are disabled
CRD#: 7402807
MZ
Professional summary
Michael David Zitron is a registered financial advisor currently at B. WATER INVESTMENTS located in Virginia Beach, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.
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) Water M. Mission, Inc. | Not investment-related | Virginia Beach, VA | Non-profit charitable and educational firm | Founder and Developer | 2/16/2017 | Less than 5 hours per month | None during trading hours | Founder, minimal administrative duties 2) Michael David Zitron, Waconomics, Author | Not investment-related | Virginia Beach, VA | Author | 3/22/2018 | Less than 5 hours per month | None during trading hours | Water-related research and backtesting of economics/finance/IPE/modeling 3) Michael David Zitron | Not investment-related | 337 Hutton Circle, Virginia Beach, VA 23454 | Rentor/Residential Property Operator | Landlord | 10/4/2014 | Less than 5 hours per month | None during trading hours | Manages residential real estate owned since 2008 4) Michael David Zitron, Independently Licensed Insurance Agent | Not investment-related unless variable insurance or variable annuities | 809 Virginia Ave, Virginia Beach, VA 23451 | Life, Annuity, and Health Insurance | Agent/Producer | 7/14/2023 | 30 hours per month | One hour on average per day during trading hours | Insurance Sales 5) Primis Mortgage | Not investment-related | 5535 Currituck Drive, Suite 120, Wilmington, NC 28403 | Mortgage Loan Processing | Business Development Agent | Part-time Employee | 3/29/2024 | 30 hours per month | .25 hours on average per day during trading hours | Cultivate prospective clients of mortgage products for loan officers
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Zitron'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®
NoneExperience
Current
September 1, 2021 - Present
B. WATER INVESTMENTS
RIA
CRD#: 315634
Virginia Beach, VA
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
Virginia(9/1/2021)
Current Firm
BW
B. WATER INVESTMENTS
B. WATER INVESTMENTS | BWI | BE WATER INVESTMENTS LLC | BE WATER INVESTMENTS | BE WATER | B. WATER INVESTMENTS LLC
CRD#: 315634 / SEC#:
Virginia
Registered Investment Advisory firm - (9/1/2021 Approved)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
Virginia Beach, VA
Mailing Address
Phone number
(757) 425-2987
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 4,059,238 |
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.
