Joseph Zarzycki has been an investment adviser representative at BNA Wealth since June 2025, and is not listed among the firm’s executive officers or direct owners.
Bna Wealth, Inc. is a Rock Hill, SC firm with $620M under management, 542 clients and 5 advisers in one office, as of its July 2026 filing.
Joseph Zarzycki’s longest registration was 5 years at BB&T Institutional Investment Advisers, Inc. (2015–2020). Before joining BNA Wealth in 2025, Joseph Zarzycki was registered through First Citizens Asset Management, Inc and First Citizens Investor Services, Inc.
- First Citizens Asset Management, Inc– · 3 yearsCharlotte, NC · Adviser representative · Firm CRD 140777
- First Citizens Investor Services, Inc.– · 3 yearsCharlotte, NC · Adviser representative · Firm CRD 44430
- Argi Investment Services, LLC– · under a yearLouisville, KY · Adviser representative · Firm CRD 151916
- BB&T Institutional Investment Advisers, Inc.– · 5 yearsPowhatan, VA · Adviser representative · Firm CRD 106156
- Stancorp Investment Advisers, Inc.– · 3 yearsMedina, OH · Adviser representative · Firm CRD 110228
Investment adviser representative registrations
Joseph Zarzycki is registered as an investment adviser representative in 2 states. Each was approved in June 2025.
- North CarolinaSince 20 June 2025
- South CarolinaSince 23 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 February 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 20 December 2021 |
| SIE | Securities Industry Essentials Examination | 23 November 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 March 2015 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 6 June 1996 |
| Series 7 | General Securities Representative Examination | 27 October 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Representative Examination
- Full name
- Joseph Robert Zarzycki
- CRD
- 2413127
- Firm
- BNA Wealth · CRD 39326
- Office
- 596 HERRONS FERRY ROAD, SUITE 300, Rock Hill, SC 29730
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Zarzycki work?
Joseph Zarzycki is an investment adviser representative registered through Bna Wealth, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Zarzycki a financial advisor?
Yes. Joseph Zarzycki has a current investment-adviser registration in North Carolina and South Carolina, through BNA Wealth since June 2025.
How many years of experience does Joseph Zarzycki have?
Joseph Zarzycki has 25 years in the financial industry, since August 2001, across 6 adviser firms.
What exams has Joseph Zarzycki passed?
Joseph Zarzycki has passed 6 licensing exams: the Series 7, Series 8, Series 65, SIE, Series 6TO and Series 63. The earliest, the Series 7, was passed in October 1993.
Where did Joseph Zarzycki work before BNA Wealth?
Before BNA Wealth, Joseph Zarzycki was registered through First Citizens Asset Management, Inc, May 2022 to June 2025; First Citizens Investor Services, Inc., November 2021 to June 2025; Argi Investment Services, LLC, March 2021 to November 2021; BB&T Institutional Investment Advisers, Inc., April 2015 to October 2020; Stancorp Investment Advisers, Inc., February 2003 to March 2006.
Where is Joseph Zarzycki based?
Joseph Zarzycki’s registered office is in Rock Hill, SC.
Is Joseph Zarzycki registered with FINRA?
No. Joseph Zarzycki has no current broker registration.
How can I verify Joseph Zarzycki’s record?
Search CRD 2413127 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Zarzycki’s full registration record.