Unclaimed Profile

Zelda Ann Marzec

BRADFORD & MARZEC, LLC·LOS ANGELES, California

Series 63Clean record29 years registeredBRADFORD & MARZEC, LLC

333 SOUTH HOPE STREET, LOS ANGELES, CA 90071-3049CRD# 2084166Firm CRD# 105654

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Zelda Ann Marzec · LOS ANGELES, CA

Registration

CRD #2084166 · BRADFORD & MARZEC, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRADFORD & MARZEC, LLC

TORTOISE CREDIT STRATEGIES, LLC

Jul 2016 – Feb 2018

Los Angeles, CA

BRADFORD & MARZEC, LLC

Jul 1997 – Jun 2016

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRADFORD & MARZEC, LLC

CRD 105654 · SEC 801-20778

AUM

$4.2B

Regulatory assets under management

Employees

720 client accounts

Services offered by BRADFORD & MARZEC, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BRADFORD & MARZEC, LLC →

Introduction

Speak with Zelda

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zelda is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Zelda Ann Marzec offer?

Zelda Ann Marzec specializes in Investment Management, Retirement Planning, Wealth Management.

What are Zelda Ann Marzec's credentials?

Zelda Ann Marzec is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zelda Ann Marzec located?

Zelda Ann Marzec is based in LOS ANGELES, California, last registered with BRADFORD & MARZEC, LLC.

How does Zelda Ann Marzec charge for services?

Zelda Ann Marzec's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRADFORD & MARZEC, LLC?

BRADFORD & MARZEC, LLC has approximately 32 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →