Unclaimed Profile

Brian Edward Bartkus

MMA SECURITIES LLC·NEW YORK, New York

SIE, Series 7, Series 24, Series 52TO, Series 63, Series 66, Series 99TOCFPClean record24 years registeredMMA SECURITIES LLC

1166 AVENUE OF THE AMERICAS, NEW YORK, NY 10036CRD# 2827119Firm CRD# 44254

Profile Verification

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

Identity

Brian Edward Bartkus · NEW YORK, NY

Registration

CRD #2827119 · MMA SECURITIES LLC · 24 years registered

Brand Profile

Not yet started

Career History

MMA SECURITIES LLC

Mar 2021 – present

MMA SECURITIES LLC

Jan 2016 – present

INVESTACORP ADVISORY SERVICES INC

Nov 2006 – Aug 2007

NEWTON, MA

INVESTACORP ADVISORY SERVICES INC

Aug 2001 – Dec 2005

NEWTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 63

Series 66

Series 99TO

Registration record

First registered · August 29, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MMA SECURITIES LLC

CRD 44254 · SEC 801-100377

Employees

181

Total firm employees

Services offered by MMA SECURITIES LLC

Per Form ADV

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at MMA SECURITIES LLC →

Introduction

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Frequently Asked Questions

What services does Brian Edward Bartkus offer?

Brian Edward Bartkus is a registered financial advisor in NEW YORK, New York. Contact their office for details on services offered.

What are Brian Edward Bartkus's credentials?

Brian Edward Bartkus holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Edward Bartkus located?

Brian Edward Bartkus is based in NEW YORK, New York, working with MMA SECURITIES LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Brian Edward Bartkus charge for services?

Brian Edward Bartkus's firm is compensated through hourly charges, subscription fees, commissions, other: based on assets under advisement or per capita. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MMA SECURITIES LLC?

MMA SECURITIES LLC has approximately 181 employees. The firm is registered with the SEC as an investment adviser.

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