TrueAdvisor
TrueAdvisor
AS
AS

Akhtar Zan Sattar

Capital Analysts
34 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Capital Analysts
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

1410 Piedmont Drive East, Tallahassee, FL, 32308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Analysts
April 2018 - Present · 7 yrs 10 mos
Lincoln Investment
April 2018 - Present · 7 yrs 10 mos
Lincoln InvestmentBroker
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Signator Investors, INC.Broker
December 2015 - March 2016 · 3 mos
Signator Financial Services, INC.Broker
September 2002 - December 2015 · 13 yrs 3 mos
First Allied Securities, INC.Broker
January 2002 - September 2002 · 8 mos
Washington Square Securities, INC.Broker
September 1999 - September 2001 · 2 yrs
Garco Equity Sales, INC.Broker
April 1987 - March 1996 · 8 yrs 11 mos
State Registrations10 states
ALAZCACOFLGANCNYTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.