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Baylee Shay Zeigler

Vigil Wealth Management, LLC

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About Baylee Shay Zeigler

Baylee Shay Zeigler is an investment advisor representative who is currently registered with Vigil Wealth Management, LLC in Ponte Vedra Beach, FL. Baylee has been in the industry for a few years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Baylee has a Series 66 license and a Series 7TO and SIE license. Baylee is also an insurance agent. Baylee provides financial planning, portfolio management, pension consulting and other services.

Firm Information

Baylee Zeigler is currently registered with Vigil Wealth Management, LLC. Vigil Wealth Management, LLC is an investment advisory firm based in Ponte Vedra Beach, FL. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. Vigil Wealth Management has 2 licensed agents, 3 investment advisor representatives, and manages approximately $126,647,086 in regulatory assets under management. They offer consulting services in addition to their core advisory services.
Vigil Wealth Management, LLC

822 A1A NORTH

PONTE VEDRA BEACH, FL 32082

$126.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Baylee Zeigler’s Registration & Firm History

FL

02/01/2022 - Present

Vigil Wealth Management, LLC (PONTE VEDRA BEACH FL)

FL

03/26/2021 - 11/03/2022

LPL FINANCIAL LLC (PONTE VEDRA FL)

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Licenses & Designations

BOTH

Issued 05/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Baylee Shay Zeigler. Review regulatory record here.
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