Zachary KesslerCRD Number: 5526585
Current Firm: Raymond James & Associates, Inc.
Zachary Kessler (CRD# 5526585) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 2 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates||St Petersburg, FL||May 2010 - Current||6|
|Michaels Grill||Tampa, FL||Sep 2008 - Current||8|
|Swafford Insurance Group||Tampa, FL||Sep 2009 - May 2010||< 1|
|Allstate||Tampa, FL||Mar 2009 - Sep 2009||< 1|
|Pershing Managed Acct Solutions||Malvern, PA||May 2008 - Jul 2008||< 1|
|Sei Investments||Oaks, PA||Dec 2007 - Apr 2008||< 1|
|Kevin Phillips Construction||Downingtown, PA||Sep 2007 - Dec 2007||< 1|
|Shippensburg University||Shippensburg, PA||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)