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Gennady Zavilevich

Bluefin Capital Management, LLC

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About Gennady Zavilevich

Gennady Zavilevich is a financial advisor with over 20 years of experience in the industry. Gennady is currently registered with Bluefin Capital Management, LLC, a firm that provides financial services to individual and institutional clients. Prior to joining Bluefin, Gennady has held positions with Bluefin Trading, LLC, Turning Point Securities, LLC, AXA Advisors, LLC, and CitiCorp Investment Services. Gennady holds several securities licenses, including the Series 7, Series 6, Series 24, and Series 63. Gennady is also licensed as an Investment Advisor Representative. Gennady has a proven track record of providing clients with personalized financial advice and investment solutions.

Firm Information

Gennady Zavilevich is currently registered with Bluefin Capital Management, LLC. Bluefin Capital Management, LLC is a Limited Liability Company that was formed on May 7, 2001. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

10

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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Gennady Zavilevich’s Registration & Firm History

FL

05/09/2007 - Present

Bluefin Capital Management, LLC (Fort Lauderdale FL)

NY

09/26/2003 - 08/30/2006

BLUEFIN TRADING, LLC (NEW YORK NY)

NY

09/26/2003 - 01/09/2004

BLUEFIN TRADING, LLC (NEW YORK NY)

IL

04/22/2003 - 12/11/2003

TURNING POINT SECURITIES, LLC (CHICAGO IL)

NY

01/31/2001 - 06/06/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

03/14/2000 - 01/26/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 02/13/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

Disclosures

There are no public disclosures for Gennady Zavilevich.
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