Harold Zirkin
Investment adviser representative at Hz Investments Inc.
15 yearsExperience
1 stateRegistered in
CFADesignation
$591.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Hz Investments Inc.Jan 2021 to now
- Harold Zirkin Fiduciary Services, Inc.Jan 2011 to now
- United Capital Financial Advisers, LLCJan 2011 to Jan 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hz Investments Inc.
$591.4MAssets managed
21Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390208
- Firm CRD
- 312268