Michael
Puck
Zega Financial, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Puck is a financial advisor working in Palm Beach Gardens, Florida who has 2 years of industry experience. Puck is an employee of Zega Financial, LLC. Throughout their career, they have worked 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. Puck maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Georgia. Zega Financial, LLC is an advisory firm headquartered in Palm Beach Gardens, FL. It has a total of nine financial advisors. It has $513 million in assets under management among its 270 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 270 accounts, 55% are associated with high-net-worth investors who have more than $1 million in investable assets. Zega Financial, LLC offers a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely are based on which service is provided. Fee types charged by Zega Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Zega Financial, LLC Brokerage Details
$513,397,123
9
270
$1,901,471
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Puck Work History
Michael has been registered as a financial advisor for 2 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Omaha, NE
Scottsdale, AZ
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
