Cody
West
Capzone Management LLC
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About this Advisor
Cody West is a financial advisor based in Westport, Connecticut, working with Capzone Management LLC. Cody has previously held positions at Capzone Management LLC, Equifax, Bank Of America Corporation, Victoria Secret, Wal-Mart, Old Navy, Congressional Black Caucus Foundation, and Levey Group. Cody has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Cody is part of Capzone Management LLC, which operates out of Westport, Connecticut. The firm has 3 employees and offers portfolio management for pooled investment vehicles. The fee structure at Capzone Management LLC includes asset-based and performance-based fees.
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Capzone Management LLC Brokerage Details
3
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Cody West Work History
Capzone Management LLC
Capzone Management LLC
Equifax
Levey Group
Congressional Black Caucus Foundation
Student
Bank Of America Corporation
Student
Victoria Secret
Wal-Mart
Student
Old Navy
Disclosures
Please visit the SEC profile of Cody West 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 Capzone Management LLC
Westport, CT
Westport, CT
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