linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Harold Zirkin

HZ Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Harold? Claim Your Profile

About Harold Zirkin

Harold Zirkin is an Investment Advisor Representative associated with Hz Investments Inc. Harold has been in the industry since January 2011. Harold is registered with the state of Maryland. Harold has passed the Uniform Investment Adviser Law Examination (Series 65). Harold is also a Chartered Financial Analyst. Harold Zirkin Fiduciary is the owner of Harold Zirkin Fiduciary. Harold serves as trustee for multiple relationships. The trusts are not clients of Hz Investments Inc. Harold's primary focus is on portfolio management for individuals.

Firm Information

Harold Zirkin is currently registered with HZ Investments Inc.. HZ Investments Inc., headquartered in Chevy Chase, MD, is an investment advisor with approximately $496,493,260 in regulatory assets under management. The firm primarily serves high-net-worth individuals and provides portfolio management for individuals. They have 114 client accounts, with 1 Investment Adviser Representative.
HZ Investments Inc.

5610 WISCONSIN AVE #108

CHEVY CHASE, MD 20815

$496.49M

Assets Under Management

Not reported

Total Clients

1

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Harold Zirkin’s Registration & Firm History

MD

01/01/2025 - Present

HZ Investments Inc. (CHEVY CHASE MD)

Not sure if Harold Zirkin is right for you?

Licenses & Designations

IA

Issued 06/22/1994

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Zirkin.
Not sure if Harold Zirkin is right for you?