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Zachary Stuart Brodt

SL Capital

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About Zachary Stuart Brodt

Zachary Brodt is an investment advisor representative who has been in the industry since 2007. Zachary has been registered with SL Capital since July 2022. Prior to joining SL Capital, Zachary was registered with Foundations Investment Advisors, First Financial Equity Corporation, and Raymond James & Associates. Zachary is licensed to provide advisory services in Arizona and Texas. Zachary currently holds Series 63, 65, 7, and SIE licenses. Zachary's primary focus is providing portfolio management services for individuals.

Firm Information

Zachary Brodt is currently registered with SL Capital. SL Capital is an investment advisor headquartered in SCOTTSDALE, AZ. The firm has 3 investment adviser representatives and manages approximately $105,270,331 in regulatory assets under management. SL Capital provides portfolio management for individuals and has a total of 188 client accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
SL Capital

20707 N PIMA RD

SCOTTSDALE, AZ 85255

$105.27M

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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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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percentage of assets

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

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Zachary Brodt’s Registration & Firm History

AZ

11/16/2023 - Present

SL Capital (SCOTTSDALE AZ)

AZ

04/21/2016 - 09/13/2018

FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)

AZ

06/20/2014 - 04/18/2016

RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

02/27/2012 - 06/23/2014

ACCELERATED CAPITAL GROUP (SCOTTSDALE AZ)

AZ

05/21/2008 - 02/24/2012

MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)

AZ

01/31/2007 - 06/17/2008

G.F. INVESTMENT SERVICES, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 04/11/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Zachary Stuart Brodt. Review regulatory record here.
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