MZ
MZ

Martin Zygmund

38 Years of Experience
St. Louis, MO
Broker

Martin Zygmund is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 38 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
62 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

The annual fee and assets under management levels are negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

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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
Huntleigh Securities CorporationBroker
October 2010 - Present · 15 yrs 9 mos
Huntleigh Advisors, INC.
October 2010 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2006 - October 2010 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
December 2006 - October 2010 · 3 yrs 10 mos
Century Securities Associates, INC.Broker
June 2006 - October 2006 · 4 mos
Century Securities Associates INC
June 2006 - October 2006 · 4 mos
Wachovia Securities Financial Network, LLC
April 2004 - June 2006 · 2 yrs 2 mos
Wachovia Securities Financial Network, LLCBroker
April 2004 - June 2006 · 2 yrs 2 mos
Wachovia Securities, LLC
June 2003 - April 2004 · 10 mos
Wachovia Securities, LLCBroker
March 1999 - April 2004 · 5 yrs 1 mo
Mercantile Investment Services, INC.Broker
June 1997 - March 1999 · 1 yr 9 mos
Infinet Securities, INC.Broker
April 1993 - January 1994 · 9 mos
Mark Twain Brokerage Services, INC.Broker
February 1990 - June 1997 · 7 yrs 4 mos
Alvery Bartlett Brokerage CO.Broker
March 1989 - March 1990 · 1 yr
B.C. Christopher Securities CO.Broker
May 1988 - April 1989 · 11 mos
M.S. Kerns Investments, INC.Broker
November 1987 - June 1988 · 7 mos
State Registrations14 states
ARCACTFLIDILKSKYMIMNMOPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Martin Zygmund - Financial Advisor | TrueAdvisor