Zachary
Nedell

Aegis Capital Corp

CRD#7762584
Investment Advisor
in Westport, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Samuel Tenzer
Hillsdale, NJ
Charles Rosen
Northbrook, IL
Glenn Glazer
New York, NY
James Wright
New York, NY
Felix Fuertes
New York, NY
Joseph Yi
Melville, NY
Daniel Seto
New York, NY
Andrew Brookman
Stamford, CT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started