AZ
AZ

Alexis Ann Zuccaro

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

300 E Long Lake Road, Suite 125, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexis is involved in three outside business activities. She dedicates full-time hours to Bloomfield Hills Advisory, LLC and AZ Advisory, LLC as a wealth advisor, and minimal time to fixed insurance sales as an insurance representative.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Osaic Advisory Services, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Triad Advisors LLCBroker
January 2024 - August 2024 · 7 mos
Cetera Advisors LLCBroker
September 2022 - January 2024 · 1 yr 4 mos
Sageview Advisory Group, LLC
December 2021 - January 2024 · 2 yrs 1 mo
Cetera Investment Advisers LLC
November 2020 - January 2024 · 3 yrs 2 mos
First Allied Advisory Services, INC.
August 2016 - November 2020 · 4 yrs 3 mos
First Allied Securities, INC.Broker
April 2015 - September 2022 · 7 yrs 5 mos
State Registrations20 states
AZCADCFLHIILKYMIMNNCNVNYOHPASCTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexis Ann Zuccaro - Financial Advisor | TrueAdvisor