Joshua M. Sailar

BLUE ZONE WEALTH ADVISORS

Los Angeles, CA 90049

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CRD#: 5995365

Professional summary

Joshua Martin Sailar, CFP® is a registered financial advisor currently at BLUE ZONE WEALTH ADVISORS, LLC located in Los Angeles, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CA INSURANCE AGENT OFFERING SALES OF LIFE INSURANCE AND FIXED ANNUITIES SINCE 2015. NON-INVESTMENT RELATED. 10% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Martin Sailar's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

December 13, 2019 - Present

BLUE ZONE WEALTH ADVISORS, LLC

Office #1: 11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049

RIA

CRD#: 305943

Los Angeles, CA

Past

April 20, 2016 - December 16, 2019

COMPOSITION WEALTH, LLC

RIA

CRD#: 143483

LOS ANGELES, CA

Past

August 25, 2014 - April 21, 2016

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

EL SEGUNDO, CA

Past

June 12, 2013 - April 19, 2016

TRI-STAR FINANCIAL

RIA

CRD#: 148450

EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE ZONE WEALTH ADVISORS, LLC

CRD#: 305943 / SEC#: 801-117548

RIA

Registered Investment Advisory firm - (10/28/2019 Approved)

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

California
(12/13/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/20/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/11/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2014

General Securities Representative Examination

Current Firm

BLUE ZONE WEALTH ADVISORS, LLC

CRD#: 305943 / SEC#: 801-117548

RIA

Registered Investment Advisory firm - (10/28/2019 Approved)

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Contact information

Main Address

11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049

Mailing Address

Phone number

(310) 310-2789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	538
AUM (Assets Under Management)	$ 564,760,854

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.

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Firm Stability Insights

Joshua M. Sailar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Martin Sailar's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPOSITION WEALTH, LLC

INDEPENDENT FINANCIAL GROUP, LLC

TRI-STAR FINANCIAL

Primary Firm SEC Registration

BLUE ZONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/2014

Series 65

Date: 6/11/2013

SIE

Date: 4/21/2016

Series 7

Date: 8/25/2014

Current Firm

BLUE ZONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE ZONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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