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Brian Edward Bartkus

Mma Securities LLC

New York, NY

Boston, MA

Palm Beach Gardens, FL

Bedford, MA

CRD 2827119

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Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

Current Employers
Mma Securities Llc

1166 Avenue Of The Americas, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-03-30
  • MA RA
    APPROVED
    Since 2021-03-30

Branch Locations

1166 Avenue Of The Americas, New York, NY 10036 • UNITED STATES

101 Huntington Ave Suite 401, Boston, MA 02199 • United States

4400 Pga Boulevard Suite 1000, Palm Beach Gardens, FL 33410 • United States

Bedford, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mma Securities Boston MA 08/2018 05/2020
Mma Securities Boston MA 01/2016 Present
Mma Securities Boston MA 05/2020 Present
  • 08/2018 → 05/2020
    Mma Securities
    Boston, MA
  • 01/2016 → Present
    Mma Securities
    Boston, MA
  • 05/2020 → Present
    Mma Securities
    Boston, MA
Previous Registrations
  • 2006-11-06 → 2007-08-23
    Investacorp Advisory Services Inc
    Newton, MA
  • 2001-08-29 → 2005-12-31
    Investacorp Advisory Services Inc
    Newton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-05
S63 Uniform Securities Agent State Law Examination 1997-02-13
  • S66 Uniform Combined State Law Examination
    2015-05-05
  • S63 Uniform Securities Agent State Law Examination
    1997-02-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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