Zakriah
Gardezy

Wealthstone Private Wealth Management, LLC

CRD#6737195
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Zakriah Gardezy is a financial advisor based in Scottsdale, Arizona, working with Wealthstone Private Wealth Management, LLC. Zakriah has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Jp Morgan Chase, Freddys Frozen Custard And Steakburgers, Mybullfrog.Com, Gowireless, Wendy's, Morgan Stanley, Morgan Stanley Private Bank, N.A, and Wealthstone Private Wealth Management, LLC. Zakriah has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Zakriah is part of Wealthstone Private Wealth Management, LLC, which operates out of Scottsdale, Arizona. The firm has one employee and manages assets totaling $19.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Wealthstone Private Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

7014 E Camelback Rd. Suite B100A
Scottsdale, AZ 85251

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wealthstone Private Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,524,185

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

1

AZ Average: 37
Total Number of Accounts

85

AZ Average: 1,370
Average Account Size

$229,696

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Zakriah Gardezy Work History

2024 - Present (0 year)

Wealthstone Private Wealth Management, LLC

2021 - Present (3 years)

Morgan Stanley

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2016 - 2021 (5 years)

Wells Fargo Bank, Na

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Jp Morgan Chase

2015 - 2015 (< 1 year)

Mybullfrog.Com

2015 - 2015 (< 1 year)

Gowireless

2014 - 2015 (1 year)

Freddys Frozen Custard And Steakburgers

2013 - 2014 (1 year)

Wendy'S

Disclosures

Please visit the SEC profile of Zakriah Gardezy 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 Wealthstone Private Wealth Management, LLC

Zakriah Gardezy
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started