Walter Zawislak, financial advisor Sarasota FL
93 score

Walter Zawislak

CRD Number: 1037350
Current Firm: Walter Zawislak

Walter Zawislak (CRD# 1037350) is an Investment Advisor Representative working at Walter Zawislak in Sarasota, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
W E Z Investments Sarasota, FL Jan 2016 - Current < 1
Investors Capital Sarsota, FL Feb 2008 - Dec 2015 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Mar 2006 - Jan 2008 1
Advest, Inc. Tampa, FL Mar 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Dec 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Walter E. Zawislak
Phone Number: 941-922-5198
Registered State(s):
  • FL
Current Firm Details
Walter Zawislak
Firm's CRD Number: 282174
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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