Scott
Zakalik

Fsc Securities Corporation

CRD#4600433
Investment Advisor
in Fairport, NY

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About this Advisor

Scott Zakalik is a financial advisor operating in Fairport, New York with a total of 8 years of industry experience. Zakalik works at Fsc Securities Corporation. Their career trajectory has included roles at Fsc Securities Corporation and Scott E. Zakalik, Cpa, P.C. Zakalik holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York and Ohio. Fsc Securities Corporation is a business operating out of Atlanta, GA. The company has offices in 334 locations and a total of 2,174 people on staff. It controls $12 billion in assets under management among its 52,792 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 94 charitable organizations. Of its 52,792 customer accounts, just 14% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Fsc Securities Corporation may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6605 Pittsford-Palmyra Road Suite W-6
Fairport, NY 14450

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

NY Average: $3,570,121,308
Total Number of Employees

2,174

NY Average: 58
Total Number of Accounts

52,792

NY Average: 1,608
Average Account Size

$222,489

NY Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Scott Zakalik Work History

Scott has been registered as a financial advisor for 8 years.*

2005 - Present (19 years)

Scott E. Zakalik, Cpa, P.C

2004 - Present (20 years)

Fsc Securities Corporation

*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 Scott Zakalik 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 Fsc Securities Corporation

Cynthia Pelosi
Atlanta, GA
Paul Klimkowski
Langhorne, PA
Nicholas Klanke
Bloomfield Hills, MI
Daniel Stith
Oklahoma City, OK
Mark Brower
Atlanta, GA
Judith Plain
Pittsford, NY
Danielle Holmes
Grove City, OH
Terry Thompson
Traverse City, 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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