Vivaldi Capital Management Lp
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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
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Vivaldi Capital Management Lp Brokerage Details
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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
Zackary Meuser has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vivaldi Capital Management Lp
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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.