Unclaimed Profile

Bruce Michael Zessar

ADVISORY RESEARCH INC·CHICAGO, Illinois

Series 7, Series 66Clean record21 years registeredADVISORY RESEARCH INC

180 N STETSON AVENUE, CHICAGO, IL 60601CRD# 4843114Firm CRD# 108254

Profile Verification

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

Identity

Bruce Michael Zessar · CHICAGO, IL

Registration

CRD #4843114 · ADVISORY RESEARCH INC · 21 years registered

Brand Profile

Not yet started

Career History

ADVISORY RESEARCH INC

Aug 2020 – present

MORGAN STANLEY

Sep 2004 – Sep 2004

HIGHLAND PARK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 15, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISORY RESEARCH INC

CRD 108254 · SEC 801-14172

AUM

$642M

Regulatory assets under management

Employees

284 client accounts

Services offered by ADVISORY RESEARCH INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at ADVISORY RESEARCH INC →

Introduction

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Frequently Asked Questions

What services does Bruce Michael Zessar offer?

Bruce Michael Zessar specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Bruce Michael Zessar's credentials?

Bruce Michael Zessar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Michael Zessar located?

Bruce Michael Zessar is based in CHICAGO, Illinois, working with ADVISORY RESEARCH INC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Bruce Michael Zessar charge for services?

Bruce Michael Zessar'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 ADVISORY RESEARCH INC?

ADVISORY RESEARCH INC has approximately 14 employees and manages $642M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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