Alecsander
Zari

Dynamic Wealth Advisors

CRD#6828139
Investment Advisor
in Phoenix, AZ

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About this Advisor

Alecsander Zari is a financial advisor working in Phoenix, Arizona with 2 years of industry experience. Zari works at Dynamic Wealth Advisors. Throughout their career, Zari has worked at Steel Peak Wealth Management, Uber, K Momo, Wokcanos, Shave It, College Student, Pretzelmaker, Victory Studios and Dynamic Wealth Advisors Dba Crestview Capital Management. Zari has a Series 65 license, qualifying them as an investment advisor representative, and can operate in California, Colorado, Kentucky, Texas and Washington. Dynamic Wealth Advisors is an advisory firm that has its headquarters in Phoenix, AZ. The company has offices in 50 locations and a total of 120 employees. It oversees $3 billion in assets between its 12,207 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves four charitable organizations. Of its 12,207 client accounts, 22% are held by high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees largely vary depending on the services. However, fee types charged by Dynamic Wealth Advisors most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2415 East Camelback Road Suite 700
Phoenix, AZ 85016

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

AZ Average: $1,555,372,352
Total Number of Employees

120

AZ Average: 37
Total Number of Accounts

12,207

AZ Average: 1,370
Average Account Size

$266,444

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Alecsander Zari Work History

Alecsander has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Dynamic Wealth Advisors Dba Crestview Capital Management

2017 - 2021 (4 years)

Steel Peak Wealth Management

2017 - 2018 (1 year)

Uber

2016 - 2017 (1 year)

Wokcanos

2015 - 2016 (1 year)

Shave It

2015 - 2015 (< 1 year)

College Student

2014 - 2015 (1 year)

K Momo

2014 - 2015 (1 year)

Pretzelmaker

2014 - 2014 (< 1 year)

Shave It

2014 - 2014 (< 1 year)

Victory Studios

2013 - 2014 (1 year)

College Student

2013 - 2013 (< 1 year)

Shave It

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alecsander Zari to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dynamic Wealth Advisors

Theresa Krueg
Chandler, AZ
Thomas Mccann
Agoura Hills, CA
Benjamin Fredlake
Phoenix, AZ
Mark Minarik
Idaho Falls, ID
Timothy Garretson
Phoenix, AZ
Cameron Juhnke
Prairie Village, KS
Jeffrey Krueg
Phoenix, AZ
Alecsander Zari
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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