Beth Zaitz is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
401 Broadhollow Rd, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Beth has 100% ownership of BSZ Capital Corp since 2020, dedicating minimal time. Beth is also a trustee for BSZ Capital Corp 401k since 2021, also dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Albany CorporationBroker
National Securities CorporationBroker
The Boston GroupBroker
State Registrations20 states
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