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Michael Leone Zarrelli

Financial Services Advisory

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About Michael Leone Zarrelli

Michael Leone Zarrelli is an investment advisor representative at Financial Services Advisory, Inc. Michael has been in the industry since 2018, and currently holds a registration with the state of Maryland. Michael is a Certified Financial Planner. Financial Services Advisory, Inc. is a Rockville, MD based investment advisory firm, providing financial planning, portfolio management for businesses and individuals. The firm has approximately 1981 client accounts with assets under management of $693,702,744.

Firm Information

Michael Zarrelli is currently registered with Financial Services Advisory. Financial Services Advisory is an investment advisory firm headquartered in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Financial Services Advisory manages approximately $693.7 million in assets for 1,981 clients.
Financial Services Advisory

ONE CHURCH STREET

ROCKVILLE, MD 20850

$693.70M

Assets Under Management

5

Total Clients

9

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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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.

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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Michael Zarrelli’s Registration & Firm History

MD

03/17/2021 - Present

Financial Services Advisory (ROCKVILLE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Leone Zarrelli.
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