Michael
Puck
Zega Financial, LLC
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About this Advisor
Michael Puck is a financial advisor based in Palm Beach Gardens, Florida, working with Zega Financial, LLC. Michael has previously held positions at Td Ameritrade, Amerivest Investment Management LLC, J.P. Morgan Securities LLC, Gf Investment Services, LLC, Global Financial Private Capital, LLC, The Burney Company, and Zega Financial, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Florida and Georgia. Currently, Michael is part of Zega Financial, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 5 offices and 16 employees. The firm manages assets totaling $2.6 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Zega Financial, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Zega Financial, LLC Brokerage Details
$2,609,823,082
16
1,781
$1,465,370
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Michael Puck Work History
Zega Financial, LLC
Gf Investment Services, LLC
Global Financial Private Capital, LLC
The Burney Company
J.P. Morgan Securities LLC
Td Ameritrade
Amerivest Investment Management LLC
Disclosures
Please visit the SEC profile of Michael Puck 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 Zega Financial, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Scottsdale, AZ
Omaha, NE
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Dexter, IA
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