Zakariah Aziz, financial advisor Powell OH

Zakariah Aziz

CRD Number: 6935579
Current Firm: Capital City Asset Management Group, LLC

Zakariah Aziz (CRD# 6935579) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Powell, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Capital City Securities, LLC Powell, OH Feb 2019 - Current 5
Capital City Asset Management Group, LLC Powell, OH Feb 2019 - Current 5
Kinsale Golf And Fitness Club Powell, OH Jul 2018 - Jul 2019 1
American Heritage Securities Inc. Akron, OH Dec 2018 - Feb 2019 < 1
Coastal Equities, Inc. Wilmington, DE May 2018 - Jul 2018 < 1
Coastal Investment Advisors, Inc. Wilmington, DE May 2018 - Jul 2018 < 1
Student Dublin, OH May 2008 - May 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Zakariah Y. Aziz
Phone Number: 614-485-0803
Registered State(s):
  • NY
  • OH
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $162,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

FL, NY, OH

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