Michael ZislisCRD Number: 4185215
Current Firm: Trust Asset Management LLC
Michael Zislis (CRD# 4185215) is an Investment Advisor Representative working at Trust Asset Management LLC in Houston, TX and has over 16 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Trust Asset Management LLC||Houston, TX||Feb 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management2,088MILLIONS
Total Number of Accounts147ACCOUNTS
Average Account Value$14,202,336
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, HI, IL, NJ, TN, TX
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