Unclaimed Profile

Harold Zirkin

HZ INVESTMENTS INC.·CHEVY CHASE, Maryland

Series 65Clean record32 years registeredHZ INVESTMENTS INC.

5610 WISCONSIN AVE #108, CHEVY CHASE, MD 20815CRD# 2390208Firm CRD# 312268

Profile Verification

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

Identity

Harold Zirkin · CHEVY CHASE, MD

Registration

CRD #2390208 · HZ INVESTMENTS INC. · 32 years registered

Brand Profile

Not yet started

Career History

HZ INVESTMENTS INC.

Jan 2021 – present

HAROLD ZIRKIN FIDUCIARY SERVICES, INC.

Jun 2011 – Sep 2013

BETHSEDA, IL

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jan 2011 – Jan 2021

BETHESDA, MD

MTB ASSET MANAGEMENT, INC.

Aug 1993 – May 2011

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 20, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HZ INVESTMENTS INC.

CRD 312268 · SEC 801-120217

AUM

$496M

Regulatory assets under management

Employees

114 client accounts

Services offered by HZ INVESTMENTS INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HZ INVESTMENTS INC. →

Introduction

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Frequently Asked Questions

What services does Harold Zirkin offer?

Harold Zirkin specializes in Investment Management, Fee-Only Advisory. Contact their office in CHEVY CHASE, Maryland for a consultation.

What are Harold Zirkin's credentials?

Harold Zirkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harold Zirkin located?

Harold Zirkin is based in CHEVY CHASE, Maryland, working with HZ INVESTMENTS INC.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.

How does Harold Zirkin charge for services?

Harold Zirkin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HZ INVESTMENTS INC.?

HZ INVESTMENTS INC. has approximately 1 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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