Thomas Zubrycki, financial advisor Basking Ridge NJ
93 score

Thomas Zubrycki

CRD Number: 1063235
Current Firm: Invest Financial Corporation

Thomas Zubrycki (CRD# 1063235) is an Investment Advisor Representative working at Invest Financial Corporation in Basking Ridge, NJ and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Apr 2016 - Current < 1
Affinity Federal Credit Union Basking Ridge, NJ Apr 2016 - Current < 1
Bank Of America, N.a. Pennington, NJ May 2013 - Apr 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Apr 2013 - Apr 2016 3
Unemployed Oldwick, NJ Jan 2013 - Apr 2013 < 1
Morgan Stanley Smith Barney Bedminster, NJ Sep 2011 - Jan 2013 1
R. Seelaus & Company Inc. Summit, NJ Sep 2010 - Aug 2011 < 1
Metropolitan Life Ins Co Cranford, NJ Jul 2009 - Sep 2010 1
Metlife Securities Inc. Cranford, NJ Jul 2009 - Sep 2010 1
Unemployed Oldwick, NJ May 2009 - Jul 2009 < 1
Allstate Insurance Co Clinton, NJ Jul 2008 - Apr 2009 < 1
Edward Jones Oldwick, NJ Apr 2008 - Jun 2008 < 1
Unemployed Oldwick, NJ Nov 2007 - Apr 2008 < 1
Societe Generale Ny, NY Jun 2002 - Nov 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Thomas Zubrycki
Phone Number: (813) 880-5300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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