Joseph Zarzycki is a registered investment advisor at Bna Wealth, based in Rock Hill, SC, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 542 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNA Wealth manages investment portfolios for a fee based on a percentage of the assets they manage. The fees are negotiated with each client and are payable quarterly, either in advance or after the quarter. Clients also pay brokerage commissions and other transaction fees to custodians and brokers.
Location
596 Herrons Ferry Road, Suite 300, Rock Hill, SC, 29730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joseph works as an Institutional Business Development Officer at First Citizens Asset Management since May 2022. This role involves business development and takes about 10% of his time during trading hours.
Employment History
Current Registrations
Bna Wealth
Previous Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Argi Investment Services, LLC
Bb&t Institutional Investment Advisers, INC.
Diversified Investors Securities CORP.Broker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Locust Street Securities, INC.Broker
Prudential Securities IncorporatedBroker
Olde Discount CorporationBroker
F.N. Wolf & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.