Zachary
Nedell

Aegis Capital Corp

CRD#7762584
Investment Advisor
in Westport, CT

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About this Advisor

Zachary Nedell is a financial advisor based in Westport, Connecticut, working with Aegis Capital Corp. Zachary has previously held positions at Aegis Capital Corp, Z Score Sports LLC, Cox Media Group, Map 360 Collective, and Binghamton University. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Florida, New Jersey, and New York. Currently, Zachary is part of Aegis Capital Corp, which operates out of Westport, Connecticut. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

156 Kings Highway North, 1St Floor
Westport, CT 06880

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

CT Average: $7,464,549,021
Total Number of Employees

257

CT Average: 88
Total Number of Accounts

2,479

CT Average: 3,892
Average Account Size

$517,181

CT Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Zachary Nedell Work History

2023 - Present (1 year)

Aegis Capital Corp

2022 - Present (2 years)

Z Score Sports LLC

2022 - 2022 (< 1 year)

Cox Media Group

2022 - 2022 (< 1 year)

Map 360 Collective

2019 - 2023 (4 years)

Binghamton University

Disclosures

Please visit the SEC profile of Zachary Nedell 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 Aegis Capital Corp

Charles Rosen
Northbrook, IL
Glenn Glazer
New York, NY
James Wright
New York, NY
Samuel Tenzer
Hillsdale, NJ
Jeffrey Thure
Melville, NY
Michael Kissi
New York, NY
Matthew Kelly
Sarasota, FL
John Oeming
Eugene, OR

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.

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