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CZ

Cody D. Zindler

STUDIOI
PHOENIX, AZ
Some features on this profile are disabled
CRD#: 5050165
CZ

Professional summary

Cody Daniel Zindler, who also goes by Cody D Zindler, Cody D Zinolor, is a registered financial advisor currently at STUDIOI, LLC located in Phoenix, Arizona.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cody has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cody D Zindler | Cody D Zinolor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Daniel Zindler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 29, 2024 - Present

STUDIOI, LLC

RIA
CRD#: 332785
PHOENIX, AZ
Past

March 13, 2024 - July 31, 2024

MATSON MONEY, INC.

RIA
CRD#: 110425
Scottsdale, AZ
Past

April 14, 2006 - August 1, 2006

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(8/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/28/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2006
General Securities Representative Examination

Current Firm

SL
STUDIOI, LLC
STUDIOI, LLC

CRD#: 332785 / SEC#:

Arizona
Registered Investment Advisory firm - (8/29/2024 Approved)
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Contact information

Main Address
Phoenix, AZ
Mailing Address
Phone number
(480) 900-6118
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts26
AUM (Assets Under Management)$ 5,031,914

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STUDIOI, LLC

CRD#: 332785Phoenix, AZ

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