Brian
Mazgaj

Bmo Harris Financial Advisors, Inc

CRD#2769714
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Brian Mazgaj is a financial advisor working out of Bonita Springs, Florida, who has 15 years of work experience. Mazgaj is an employee of Bmo Harris Financial Advisors, Inc. Their career trajectory has included roles at Wachovia Securities, LLC, M&I Financial Advisors Inc, Bmo Harris Bank Na, M&I Insurance Services, M&I Trust Company Inc and Bmo Harris Financial Advisors, Inc. Mazgaj holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Bmo Harris Financial Advisors, Inc is a financial advisory company headquartered in Bonita Springs, Florida. The company has offices in 542 locations and a total of 263 people on staff. It administers $4 billion in assets under management across its 17,003 accounts, making it one of the biggest firms in the country by assets under management. Of its 17,003 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Bmo Harris Financial Advisors, Inc performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules depend on which services the firm provides the client. However, fees charged by Bmo Harris Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

9000 Bonita Beach Road
Bonita Springs, FL 34135

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Bmo Harris Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$4,146,642,216

FL Average: $6,674,516,078
Total Number of Employees

288

FL Average: 44
Total Number of Accounts

17,845

FL Average: 2,564
Average Account Size

$232,370

FL Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brian Mazgaj Work History

Brian has 15 years of experience.

2012 - Present (7 years)

Bmo Harris Financial Advisors, Inc

2011 - Present (8 years)

Bmo Harris Bank Na

2010 - Present (9 years)

M&I Financial Advisors Inc

2010 - Present (9 years)

M&I Insurance Services

2010 - Present (9 years)

M&I Trust Company Inc

2003 - 2010 (7 years)

Wachovia Securities, LLC

Disclosures

Brian Mazgaj has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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