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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV