Unclaimed Profile

Zigmund Christian Strzelecki

MUNTZ FINANCIAL, LLC·DOYLESTOWN, Pennsylvania

Series 6515 years registeredMUNTZ FINANCIAL, LLC

108 N. MAIN STREET, DOYLESTOWN, PA 18901CRD# 5670285Firm CRD# 145971

Profile Verification

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

Identity

Zigmund Christian Strzelecki · DOYLESTOWN, PA

Registration

CRD #5670285 · MUNTZ FINANCIAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MUNTZ FINANCIAL, LLC

MUNTZ FINANCIAL, LLC

Dec 2010 – Apr 2025

DOYLESTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 17, 2010

Years registered · 15

Disclosure History

2024Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MUNTZ FINANCIAL, LLC

CRD 145971 · SEC 801-131242

AUM

$155M

Regulatory assets under management

Employees

238 client accounts

Services offered by MUNTZ FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at MUNTZ FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Zigmund Christian Strzelecki offer?

Zigmund Christian Strzelecki specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Zigmund Christian Strzelecki's credentials?

Zigmund Christian Strzelecki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zigmund Christian Strzelecki located?

Zigmund Christian Strzelecki is based in DOYLESTOWN, Pennsylvania, last registered with MUNTZ FINANCIAL, LLC.

How does Zigmund Christian Strzelecki charge for services?

Zigmund Christian Strzelecki'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 MUNTZ FINANCIAL, LLC?

MUNTZ FINANCIAL, LLC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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