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Bryan J Zak

Franklin Distributors, LLC

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About Bryan J Zak

Bryan Zak is a securities professional with over 20 years of experience in the financial industry. Bryan is currently registered with Franklin Distributors, LLC and has been with the firm since December 2005. Previously, Bryan was registered with Citigroup Global Markets Inc. from February 2004 to December 2005 and Morgan Stanley DW Inc. from June 2001 to June 2003. Bryan holds the Series 7, Series 31 and Series 66 licenses.

Firm Information

Bryan Zak is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bryan Zak’s Registration & Firm History

NY

12/01/2005 - Present

Franklin Distributors, LLC (NEW YORK NY)

NY

02/12/2004 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

06/21/2001 - 06/09/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 06/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bryan J Zak. Review regulatory record here.
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