Unclaimed Profile

Michael Anthony Zielinski

MONEY MANAGEMENT FINANCIAL SERVICES LLC·MOORESTOWN, New Jersey

Series 65Clean record8 years registeredMONEY MANAGEMENT FINANCIAL SERVICES LLC

212 WEST ROUTE 38, MOORESTOWN, NJ 08057CRD# 6835159Firm CRD# 288375

Profile Verification

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

Identity

Michael Anthony Zielinski · MOORESTOWN, NJ

Registration

CRD #6835159 · MONEY MANAGEMENT FINANCIAL SERVICES LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONEY MANAGEMENT FINANCIAL SERVICES LLC

BLUEFIN FINANCIAL

Oct 2017 – Mar 2024

MOORESTOWN, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 11, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONEY MANAGEMENT FINANCIAL SERVICES LLC

CRD 288375 · SEC 801-112245

AUM

$232M

Regulatory assets under management

Employees

657 client accounts

Services offered by MONEY MANAGEMENT FINANCIAL SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONEY MANAGEMENT FINANCIAL SERVICES LLC →

Introduction

Speak with Michael

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

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

Looking for a financial advisor in MOORESTOWN?

Browse all registered financial advisors in MOORESTOWN, New Jersey or claim this profile if it's yours.

Browse MOORESTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Anthony Zielinski offer?

Michael Anthony Zielinski specializes in Financial Planning, Investment Management.

What are Michael Anthony Zielinski's credentials?

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

Where is Michael Anthony Zielinski located?

Michael Anthony Zielinski is based in MOORESTOWN, New Jersey, last registered with MONEY MANAGEMENT FINANCIAL SERVICES LLC.

How does Michael Anthony Zielinski charge for services?

Michael Anthony Zielinski'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 MONEY MANAGEMENT FINANCIAL SERVICES LLC?

MONEY MANAGEMENT FINANCIAL SERVICES LLC has approximately 4 employees and manages $232M 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 →