Zaki Saoud, financial advisor Hackensack NJ

Zaki Saoud

CRD Number: 5904921
Current Firm: Advice And Planning Services

Zaki Saoud (CRD# 5904921) is an Investment Advisor Representative working at Advice And Planning Services in Hackensack, NJ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Hackensack, NJ Oct 2016 - Current 7
Tiaa-cref Individual & Institutional Services, LLC Hackensack, NJ Oct 2016 - Current 7
Valic Financial Advisors, Inc. Bedminster, NJ Nov 2014 - Oct 2016 1
J.p. Morgan Securities LLC New York, NY Sep 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Zaki E. Saoud
Phone Number: 212-490-9000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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