ZA
Zachary P. Abbotoni
ECONOLOGICS FINANCIAL ADVISORS
Largo, FL 33770
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CRD#: 6673621
ZA
Professional summary
Zachary Paul Abbotoni is a registered financial advisor currently at ECONOLOGICS FINANCIAL ADVISORS located in Largo, Florida.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 2 firms and has passed the Series 66, 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.
H and D Enterprises accounting administrative role (McDonald's franchisee) Spreadsheets. 100 hours per year hourly rate $12 per hour
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Paul Abbotoni'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®
NoneExperience
Current
July 21, 2020 - Present
ECONOLOGICS FINANCIAL ADVISORS
Office #1: 2401 West Bay Drive Suite 603, Largo, FL 33770RIA
CRD#: 125738
Largo, FL
Past
December 5, 2016 - May 22, 2019
MEANS WEALTH MANAGEMENT
RIA
CRD#: 2748
BANGOR, ME
Past
September 12, 2016 - February 5, 2019
MEANS WEALTH MANAGEMENT
BD
CRD#: 2748
BANGOR, ME
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".
EF
ECONOLOGICS FINANCIAL ADVISORS
ECONOLOGICS FINANCIAL ADVISORS | WEALTH ADVISORY ASSOCIATES, LLC | WEALTH ADVISORY ASSOCIATES | PCM FINANCIAL ADVISORY | MUSIC, PAUL CHRISTOPHER | ECONOLOGICS FINANCIAL ADVISORS, LLC
CRD#: 125738 / SEC#: 801-79018
RIA
Registered Investment Advisory firm - (1/13/2014 Approved)Florida
Registered Investment Advisory firm - (4/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/21/2014 Terminated)Ohio
Registered Investment Advisory firm - (12/9/2009 Terminated)Texas
Registered Investment Advisory firm - (4/18/2014 Terminated)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(7/21/2024)
IAR
Florida(7/21/2020)
IAR
Louisiana(1/8/2021)
IAR
New Hampshire(1/5/2021)
IAR
New York(3/10/2023)
IAR
Texas(1/5/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EF
ECONOLOGICS FINANCIAL ADVISORS
ECONOLOGICS FINANCIAL ADVISORS | WEALTH ADVISORY ASSOCIATES, LLC | WEALTH ADVISORY ASSOCIATES | PCM FINANCIAL ADVISORY | MUSIC, PAUL CHRISTOPHER | ECONOLOGICS FINANCIAL ADVISORS, LLC
CRD#: 125738 / SEC#: 801-79018
RIA
Registered Investment Advisory firm - (1/13/2014 Approved)Florida
Registered Investment Advisory firm - (4/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/21/2014 Terminated)Ohio
Registered Investment Advisory firm - (12/9/2009 Terminated)Texas
Registered Investment Advisory firm - (4/18/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2401 West Bay Drive Suite 603, Largo, FL 33770
Mailing Address
Phone number
(727) 588-1540
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 525 |
| AUM (Assets Under Management) | $ 140,813,094 |
Red Flags
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Company Information
ECONOLOGICS FINANCIAL ADVISORS
CRD#: 125738Largo, FL 33770TRUST BUT VERIFY
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