Zachary
Stein
Carbon Collective Investing, LLC
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About this Advisor
Zachary Stein is a financial advisor working out of Oakland, California with 3 years of relevant experience. Stein is an employee of Carbon Collective Investing, LLC. Throughout their career, Stein has worked at Urban Worm, Zach'S Bay Area Tutoring, Osmo Systems, Inc and Carbon Collective Investing, LLC. Stein holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Carbon Collective Investing, LLC is a business with a branch in Oakland, California. It oversees $46 million in assets under management across its 899 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Carbon Collective Investing, LLC provides a few services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Financial advisory fees largely depend on which service is offered. However, fee types charged by Carbon Collective Investing, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carbon Collective Investing, LLC Brokerage Details
$45,727,681
6
899
$50,865
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Zachary Stein Work History
Zachary has been registered as a financial advisor for 3 years.*
Carbon Collective Investing, LLC
Osmo Systems, Inc
Zach'S Bay Area Tutoring
Urban Worm
*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 Stein 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 Carbon Collective Investing, LLC
Oakland, CA
Santa Barbra, CA
Laguna Beach, CA
Oakland, CA
Laguna Beach, CA
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