Christian Zonts, financial advisor Burbank CA
90 score

Christian Zonts

CRD Number: 6129666
Current Firm: Strategic Advisers, Inc.

Christian Zonts (CRD# 6129666) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Burbank, CA and has over 4 years of experience in the finance industry.

Similar Advisors
David Fried, financial advisor Burbank CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Burbank CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Similar Advisors
Roger Conde, financial advisor Burbank CA
Roger Conde
CRD# 2477484
Ira Wealth Management
Score
100
Company Name Location Dates Years
Fidelity Brokerage Services LLC Burbank, CA Dec 2014 - Current 2
The Prudential Insurance Company Of America Sherman Oaks, CA Oct 2012 - Dec 2014 2
Santa Barbara Designs Oxnard, CA Feb 2012 - Sep 2012 < 1
Central Casting Burbank, CA Oct 2011 - Jan 2012 < 1
Unemployed Olney, MD Jul 2011 - Sep 2011 < 1
Theatrino San Remo, Jan 2011 - Jun 2011 < 1
English Village Paju, Jul 2007 - Dec 2010 3
Aerovironment Monrovia, CA Jul 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Christian E. Zonts
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.