Matthew
Zeigen

First Horizon Advisors, Inc

CRD#7071607
Investment Advisor
in Boca Raton, FL

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About this Advisor

Matthew Zeigen is a financial advisor based in Boca Raton, Florida, working with First Horizon Advisors, Inc. Matthew has previously held positions at the University Of Florida, Balance 180 Gymnastics And Sports Academy, Center For Respiratory Research And Rehabilitation, Iberia Financial Services, and First Horizon Advisors. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Matthew is part of First Horizon Advisors, Inc, which operates out of Boca Raton, Florida. The firm has 69 offices and 236 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at First Horizon Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1801 N Military Trail #100A
Boca Raton, FL 33431

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First Horizon Advisors, Inc Brokerage Details

Total Assets Under Management

$12,356,541,464

FL Average: $730,596,643
Total Number of Employees

236

FL Average: 15
Total Number of Accounts

8,945

FL Average: 968
Average Account Size

$1,381,391

FL Average: $754,749

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
  • Educational seminars/workshops

Matthew Zeigen Work History

2022 - Present (2 years)

First Horizon Advisors

2021 - 2022 (1 year)

First Horizon Advisors

2019 - 2021 (2 years)

Iberia Financial Services

2016 - 2017 (1 year)

Center For Respiratory Research And Rehabilitation

2015 - 2017 (2 years)

Balance 180 Gymnastics And Sports Academy

2013 - 2017 (4 years)

University Of Florida

Disclosures

Please visit the SEC profile of Matthew Zeigen 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 First Horizon Advisors, Inc

Dayton Obrien
Brentwood, TN
Reuben Coopwood
Nashville, TN
Paul Nathan
Memphis, TN
Alana Hu Perkovic
Memphis, TN
Aaron Chesser
Johnson City, TN
Stanton Brown
Dallas, TX
Shazaan Virani
Little Rock, AR
Kamil Falkowski
Birmingham, AL

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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