Andre Zagmout

ZAGMOUT WEALTH MANAGEMENT CO.

Chicago, IL 60601

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CRD#: 5235612

Professional summary

Andre Zagmout, CFA, who also goes by Andre Benjamin Zagmout, Nabil Zagmout, is a registered financial advisor currently at ZAGMOUT WEALTH MANAGEMENT CO. located in Chicago, Illinois.

Andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andre has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andre Benjamin Zagmout | Nabil Zagmout

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.

ZAGMOUNT & COMPANY CPAS LTD.; Chicago, IL; CPA; Started 09/2015; non-investment related; Approximately 50% of time spent in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Zagmout'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®

CFA

Chartered Financial Analyst

Experience

Current

August 13, 2018 - Present

ZAGMOUT WEALTH MANAGEMENT CO.

Office #1: 200 E. Randolph St Suite 5100, Chicago, IL 60601

RIA

CRD#: 297789

Chicago, IL

Past

August 13, 2018 - December 31, 2024

ZAGMOUT WEALTH MANAGEMENT CO.

RIA

CRD#: 297789

CHICAGO, IL

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

Illinois
(8/13/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/21/2018

Uniform Investment Adviser Law Examination

Current Firm

ZAGMOUT WEALTH MANAGEMENT CO.

BURLING ADVISERS CO. | ZAGMOUT WEALTH MANAGEMENT CO. | ZAGMOUT & COMPANY CPAS LTD.

CRD#: 297789 / SEC#:

Illinois

Registered Investment Advisory firm - (8/13/2018 Approved)

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Contact information

Main Address

200 E. Randolph St Suite 5100, Chicago, IL 60601

Mailing Address

200 E Randolph St Suite 5100, Chicago, IL 60601

Phone number

(312) 999-0237

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Andre Zagmout

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Zagmout's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZAGMOUT WEALTH MANAGEMENT CO.

ZAGMOUT WEALTH MANAGEMENT CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/2018

Current Firm

ZAGMOUT WEALTH MANAGEMENT CO.

Contact information

Documents

Red Flags

Company Information

ZAGMOUT WEALTH MANAGEMENT CO.

TRUST BUT VERIFY

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