Mutual Advisors, LLC

Investment Advisor
in Cambria, CA

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About this Advisor

Andrew Zinn is a financial advisor operating out of Cambria, California, who has 14 years of professional experience. Zinn is on the advisory team at Mutual Advisors, LLC. Over the course of their career, Zinn has held roles at Citigroup Global Markets, Inc and Mutual Securities, Inc. Zinn holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California. Mutual Advisors, LLC is a firm that has its headquarters in Cambria, California. The company has offices in 64 locations and a total of 207 employees. It has $5 billion in assets under management among its 16,135 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 16,135 customer accounts, just 14% are held by high-net-worth investors who have at least $1 million in assets. Mutual Advisors, LLC offers a number of services, such as 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 advice largely vary depending on which services the firm provides the client. However, fees charged by Mutual Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

4090 Burton Drive Suite 9
Cambria, CA 93428

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management


CA Average: $484,914,235
Total Number of Employees


CA Average: 8
Total Number of Accounts


CA Average: 674
Average Account Size


CA Average: $719,457

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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 14 years of experience.

2009 - Present (14 years)

Mutual Securities, Inc

2008 - Present (15 years)

Citigroup Global Markets, Inc


Andrew Zinn has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mutual Advisors, LLC

Sheryl Berkowitz
Camarillo, CA
Alexander Cross
Saint Petersburg, FL
Matthew Donnelly
Minneapolis, MN
David Henderson
Saint Petersburg, FL
Michael Ross
Rochester, NY
James Mulzer
Colorado Springs, CO
Flavio Pando
San Jose, CA
Jeremy Stalcup
North Little Rock, AR

The content in this profile was updated by SmartAsset on 04/01/2022. 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

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