Zega Financial, LLC

Zega Financial, LLC (CRD# 156803) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $350,637,696 in 1,180 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    1,180
    ACCOUNTS
  • Average Account Value
    $297,151
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI

Financial Advisors at Zega Financial, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Wayne P. Ferbert
CRD#: 4520127
8860 Columbia 100 Parkway, Suite 301, Columbia, MD 21045
93
Wealthminder
score

Wayne Ferbert (CRD# 4520127) is an Investment Advisor Representative working at Zega Financial, LLC in Columbia, MD and has over 5 years of experience in the finance industry.

2
Derek B. Moore
CRD#: 2497873
Scottsdale, AZ
93
Wealthminder
score

Derek Moore (CRD# 2497873) is an Investment Advisor Representative working at Zega Financial, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.

3
Richard T. Deary
CRD#: 6388981
8860 Columbia 100 Parkway, Suite 301, Columbia, MD 21045
87
Wealthminder
score

Richard Deary (CRD# 6388981) is an Investment Advisor Representative working at Zega Financial, LLC in Columbia, MD and has 1 year of experience in the finance industry.

4
John A. Pestrichelli
CRD#: 4008186
777 Flagler Drive, Suite 800, West Tower, West Palm Beach, FL 33401
73
Wealthminder
score

John Pestrichelli (CRD# 4008186) is an Investment Advisor Representative working at Zega Financial, LLC in West Palm Beach, FL and has over 17 years of experience in the finance industry.

5
Brian J. Condo
CRD#: 4173619
777 Flagler Drive, Suite 800, West Tower, West Palm Beach, FL 33401
53
Wealthminder
score

Brian Condo (CRD# 4173619) is an Investment Advisor Representative working at Zega Financial, LLC in West Palm Beach, FL and has over 16 years of experience in the finance industry.

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