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FINANCEBUZZ

DELRAY BEACH, FL · CRD 330375 · IAPD ↗ · financebuzz.com · 443-326-1434

$0Regulatory AUM
5Advisory reps
130Employees
0Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2026 — FINANCEBUZZ (DELRAY BEACH, FL) left the SEC roster (was $0 RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
September 2024 — FINANCEBUZZ's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
April 2024 — FINANCEBUZZ (DELRAY BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.