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John Robert Burzenski

CTMA HOLDINGS, LLC·EAST HAVEN, Connecticut
Unclaimed Profile
100 SOUTH SHORE DRIVE, EAST HAVEN, CT 06512CRD# 4245878Firm CRD# 157855
01

About

John Robert Burzenski is a registered financial advisor based in EAST HAVEN, Connecticut, affiliated with CTMA HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CTMA HOLDINGS, LLC
CTMA WEALTH MANAGEMENT
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CTMA HOLDINGS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4245878
Firm CRD# 157855
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Robert Burzenski offer?
John Robert Burzenski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAST HAVEN, Connecticut for a consultation.
What are John Robert Burzenski's credentials?
John Robert Burzenski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Robert Burzenski located?
John Robert Burzenski is based in EAST HAVEN, Connecticut, working with CTMA HOLDINGS, LLC. Their office serves clients in the EAST HAVEN metropolitan area and surrounding communities.
How does John Robert Burzenski charge for services?
John Robert Burzenski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CTMA HOLDINGS, LLC?
CTMA HOLDINGS, LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EAST HAVEN
Christopher (nmn) Abely — CTMA HOLDINGS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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