Zega Financial, LLC

Zega Financial, LLC (CRD# 156803) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $2,609,823,082 in 1,781 accounts and serve the financial needs of clients across 36 states (or territories).

Current Firm Details
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410
https://twitter.com/zegafinancial/status/1631699093889089542
By the Numbers
  • Total Assets Under Management
    2,610
    MILLION
  • Total Number of Accounts
    1,781
    ACCOUNTS
  • Average Account Value
    $1,465,370
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Zega Financial, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael Brokaw, financial advisor Omaha NE
Michael M. Brokaw
CRD#: 2755476
Omaha, NE

Michael Brokaw (CRD# 2755476) is an Investment Advisor Representative working at Zega Financial, LLC in Omaha, NE and has over 27 years of experience in the finance industry.

2
Brett Johnson, financial advisor Palm Beach Gardens FL
Brett A. Johnson
CRD#: 5619219
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410

Brett Johnson (CRD# 5619219) is an Investment Advisor Representative working at Zega Financial, LLC in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.

3
Derek Moore, financial advisor Scottsdale AZ
Derek B. Moore
CRD#: 2497873
Scottsdale, AZ

Derek Moore (CRD# 2497873) is an Investment Advisor Representative working at Zega Financial, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.

4
John Pestrichelli, financial advisor Palm Beach Gardens FL
John A. Pestrichelli
CRD#: 4008186
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410

John Pestrichelli (CRD# 4008186) is an Investment Advisor Representative working at Zega Financial, LLC in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.

5
Michael Puck, financial advisor Palm Beach Gardens FL
Michael W. Puck
CRD#: 5810550
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410

Michael Puck (CRD# 5810550) is an Investment Advisor Representative working at Zega Financial, LLC in Palm Beach Gardens, FL and has over 13 years of experience in the finance industry.

6
Quinn Berry, financial advisor Palm Beach Gardens FL
Quinn A. Berry
CRD#: 7861102
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410

Quinn Berry (CRD# 7861102) is an Investment Advisor Representative working at Zega Financial, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

7
Jim Granger, financial advisor Palm Beach Gardens FL
Jim Granger
CRD#: 7452105
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410

Jim Granger (CRD# 7452105) is an Investment Advisor Representative working at Zega Financial, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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