Zackary
Meuser
Vivaldi Capital Management Lp
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Zackary Meuser is a certified financial planner who works in Chicago, Illinois, who has been in the industry for 11 years. Meuser is an advisor for Vivaldi Capital Management Lp. Over the course of their career, Meuser has held roles at Sanford C. Bernstein, Mesirow Financial, Inc and Vivaldi Capital Management Lp. Meuser maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Vivaldi Capital Management Lp is a financial advisory business that has its headquarters in Chicago, Illinois. The firm has offices in four locations and a total of 50 advisors. It manages $3 billion in assets across its 5,505 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 5,505 accounts, 68% are held by high-net-worth clients who have at least $1 million in investable assets. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically depend on which services are offered. However, fee types charged by Vivaldi Capital Management Lp likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
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.
Vivaldi Capital Management Lp Brokerage Details
$3,328,894,632
50
5,505
$604,704
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zackary Meuser Work History
Zackary has 11 years of experience.
Vivaldi Capital Management Lp
Mesirow Financial, Inc
Sanford C. Bernstein
Disclosures
Zackary Meuser has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vivaldi Capital Management Lp
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.