Andrew
Zinn
Mutual Advisors, LLC
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About this Advisor
Andrew Zinn is a financial advisor based in Cambria, California with 10 years of industry experience. Zinn works at Mutual Advisors, LLC. Their career trajectory has included roles at Citigroup Global Markets, Inc and Mutual Securities, Inc. Zinn has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Nebraska. Mutual Advisors, LLC is an advisory business based out of Casper, WY. The investment advisory business has offices in 71 locations and a total of 262 employees. It manages $5 billion in total assets among its 20,842 client accounts, placing it among the biggest firms in the country by assets under management. Of its 20,842 client accounts, 16% belong to high-net-worth clients who have more than $1 million in assets. The firm offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services are based on which services the firm provides the client. Fee types billed by Mutual Advisors, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Andrew Zinn Work History
Andrew has been registered as a financial advisor for 10 years.*
Mutual Securities, Inc
Citigroup Global Markets, Inc
*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 Andrew Zinn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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