Brian BzikCRD Number: 6760966
Current Firm: Westend Advisors, LLC
Brian Bzik (CRD# 6760966) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Westend Advisors, LLC||Charlotte, NC||Jul 2019 - Current||1|
|State Street Global Advisors Funds Distributors LLC||Boston, MA||Feb 2017 - May 2019||2|
|State Street Global Advisors Trust Company||Boston, MA||Feb 2017 - May 2019||2|
|State Street Bank And Trust Company||Boston, MA||Jun 2015 - Feb 2017||1|
|St. Lawrence University||Canton, NY||Sep 2011 - May 2015||3|
|Bedford High School||Bedford, NH||Sep 2007 - Jun 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2017|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management813MILLIONS
Total Number of Accounts1,292ACCOUNTS
Average Account Value$629,134
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV
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