Zachary HanCRD 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.
Cutter & Company, Inc.
Toberman Wealth, LLC
Cetera Investment Advisers LLC
|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|
Total Assets Under Management30,651MILLIONS
Total Number of Accounts37,339ACCOUNTS
Average Account Value$820,895
- 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 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
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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