Scott
Zambelli
Securities America Advisors, Inc
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About this Advisor
Scott Zambelli is a chartered financial consultant who works in Port Jefferson Station, New York with 3 years of relevant experience. Zambelli currently works for Securities America Advisors, Inc. During their career, Zambelli has held roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Mass Mutual Life Insurance Company, Axa Advisors, LLC, Heritage Harbor Financial Associates (Dba), Securities America Inc and Securities America Advisors. Zambelli holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York and Texas. Securities America Advisors, Inc is an advisory firm that has its headquarters in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 employees. It manages $38 billion in assets under management across its 200,228 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 200,228 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. Securities America Advisors, Inc performs a number of services, including 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. Financial management fees largely depend on the financial services provided. Fees billed by Securities America Advisors, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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 Zambelli Work History
Scott has been registered as a financial advisor for 3 years.*
Securities America Inc
Securities America Advisors
Heritage Harbor Financial Associates (Dba)
Mass Mutual Life Insurance Company
Axa Advisors, LLC
Metropolitan Life Insurance Company
Metlife Securities Inc
*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 Zambelli 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 Securities America Advisors, Inc
San Jose, CA
Los Angeles, CA
Burlingame, CA
Midvale, UT
Omaha, NE
La Vista, NE
Costa Mesa, CA
Spokane, WA
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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