Thomas ZubryckiCRD 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 23 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Brighton Financial Planning
|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|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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