Zachary
Brodt
Foundations Investment Advisors LLC
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About this Advisor
Zachary Brodt is a financial advisor based in Scottsdale, Arizona, who has 1 year of industry experience. Brodt is on the advisory team at Foundations Investment Advisors LLC. Their career trajectory has included roles at Gentry Asset Advisory LLC, Accelerated Capital Group, Raymond James & Associats, First Financial Equity Corporation and Foundations Investment Advisors, LLC. Brodt holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and Texas. Foundations Investment Advisors LLC is a registered investment business that has its headquarters in Phoenix, AZ. The company has offices in 85 locations and a total of 229 advisors. It oversees $4 billion in total assets across its 34,273 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 34,273 client accounts, 15% belong to high-net-worth clients who have at least $1 million in assets available to invest. Foundations Investment Advisors LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely vary depending on which service is provided. Fees charged by Foundations Investment Advisors LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Zachary Brodt Work History
Zachary has been registered as a financial advisor for 1 years.*
Foundations Investment Advisors, LLC
First Financial Equity Corporation
Raymond James & Associats
Accelerated Capital Group
Gentry Asset Advisory LLC
*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 Zachary Brodt 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 Foundations Investment Advisors LLC
Phoenix, AZ
Wayzata, MN
Moultonborough, NH
Warren, ME
Phoenix, AZ
Plymouth, MA
Phoenix, AZ
Sarasota, FL
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