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John Robert Burzenski

CTMA HOLDINGS, LLC·EAST HAVEN, Connecticut
SIE, Series 7, Series 24, Series 66PFSClean record25 years registeredCTMA HOLDINGS, LLC
100 SOUTH SHORE DRIVE, EAST HAVEN, CT 06512CRD# 4245878Firm CRD# 157855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Robert Burzenski · EAST HAVEN, CT
Registration
CRD #4245878 · CTMA HOLDINGS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

GREY LEDGE ADVISORS, LLC
Jun 2021 – present
CTMA WEALTH MANAGEMENT
Apr 2017 – Jan 2021
EAST HAVEN, CT
CETERA INVESTMENT ADVISERS LLC
Jan 2001 – Apr 2017
EAST HAVEN, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 2, 2001
Years registered · 25
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CTMA HOLDINGS, LLC
CRD 157855 · SEC 801-110644
AUM
$25M
Regulatory assets under management
Employees
1
30 client accounts
Services offered by CTMA HOLDINGS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CTMA HOLDINGS, LLC →
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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 holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
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 at CTMA HOLDINGS, LLC

Christopher (nmn) Abely
EAST HAVEN, CT
CFA

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