Zachary Lansburgh (CRD# 7612741) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Aug 2022 - Current | 1 |
| Alera Group | Chicago, IL | Aug 2022 - Current | 1 |
| Unemployed | Chicago, IL | May 2022 - Aug 2022 | < 1 |
| Student | Madison, WI | Sep 2018 - May 2022 | 3 |
| Student | Chicago, IL | Apr 2013 - Sep 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- IL
-
Total Assets Under Management2,732MILLIONS
-
Total Number of Accounts3,323ACCOUNTS
-
Average Account Value$822,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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