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Managing Member & Chief Compliance Officer · HZ Investments Inc.

Harold Zirkin

CRD 2390208 · Named on Form ADV at one SEC-registered adviser

At a glance

HZ Investments Inc., an SEC-registered wealth manager based in Chevy Chase, MD with $591 million in regulatory assets, lists Harold Zirkin on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • HZ Investments Inc.Managing Member & Chief Compliance OfficerWealth manager · Chevy Chase, MD · $591M in regulatory assets

AtlasMembers

Harold’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Harold’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.