Zachary Han, financial advisor Saint Louis MO

Zachary Han

CRD Number: 5259774
Current Firm: Moneta Group Investment Advisors, LLC
Compensation Model: Fee Only

Zachary Han (CRD# 5259774) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in St. Louis, MO and has 14 years of experience in the finance industry. Zachary Han has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Moneta Group Investment Advisors, LLC Clayton, MO Jan 2023 - Current 1
Moneta Group Investment Advisors, LLC Clayton, MO May 2015 - Dec 2022 7
Moneta Group LLC Clayton, MO May 2007 - May 2015 8

Zachary Han has no recent exams reported.
Contact Info for Zachary H. Han
By the Numbers
  • Total Assets Under Management
    37,482
    MILLIONS
  • Total Number of Accounts
    40,790
    ACCOUNTS
  • Average Account Value
    $918,893
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
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Data verified by both the advisor and the public regulatory data.

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