Cartier
Zori

Plante Moran Financial Advisors

CRD#7559471
Investment Advisor
in West Bloomfield, MI

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About this Advisor

Cartier Zori is a financial advisor based out of West Bloomfield, Michigan with 1 year of industry experience. Zori currently works for Plante Moran Financial Advisors. Throughout their career, Zori has worked at Plante Moran Financial Advisors, Plante Moran, Phoenix Advisors, LLC, Driver On Tap, Dr. Kellyann and Birmingham Wellness Center. Zori holds a Series 65 license, designating them as an investment advisor representative, and can operate in Michigan. Plante Moran Financial Advisors is a firm headquartered in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It administers $17 billion in assets across its 16,199 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 16,199 customer accounts, 87% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Plante Moran Financial Advisors has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on the type of services. Fees billed by Plante Moran Financial Advisors likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1098 Woodward Ave.
West Bloomfield, MI 48322

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

MI Average: $943,424,332
Total Number of Employees

139

MI Average: 21
Total Number of Accounts

16,199

MI Average: 1,586
Average Account Size

$1,033,552

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Cartier Zori Work History

Cartier has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Plante Moran Financial Advisors

2017 - 2022 (5 years)

Plante Moran

2016 - 2017 (1 year)

Phoenix Advisors, LLC

2015 - 2016 (1 year)

Driver On Tap

2015 - 2015 (< 1 year)

Plante Moran

2013 - 2015 (2 years)

Dr. Kellyann

2013 - 2013 (< 1 year)

Birmingham Wellness Center

*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 Cartier Zori 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 Plante Moran Financial Advisors

Justin Halvorson
Detroit, MI
Logan Olsen
Monroe, WA
Cartier Zori
West Bloomfield, MI
Steven Gibson
Chicago, IL
Jacob Petrick
Portage, MI
Marcus Grost
Auburn Hills, MI
Julia Wood
Southfield, MI
Adam Brenders
Auburn Hills, MI

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.

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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.

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