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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zackary? Claim Your ProfileZackary Graham Meuser is an investment advisor representative with Vivaldi Capital Management LP. Zackary Meuser is a CERTIFIED FINANCIAL PLANNER™ professional. Zackary Meuser has been working in the financial industry since October 2011. Zackary Meuser is registered as an investment advisor representative in Illinois. Prior to joining Vivaldi Capital Management LP, Zackary Meuser worked at Mesirow Financial, Inc., and Sanford C. Bernstein & Co., LLC. Zackary Meuser specializes in portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
12/20/2021 - Present
Vivaldi Capital Management LP (CHICAGO IL)
IL
03/01/2016 - 01/04/2022
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
10/05/2011 - 02/22/2016
SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)
IA
Issued 03/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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