Scott Zodin
Scott Zodin is a registered investment advisor at Keel Wealth Management, LLC, based in Austin, TX, with 37 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keel Wealth Management charges an annual fee based on a percentage of the assets they manage in your account. This fee is billed monthly in advance and deducted directly from your account. The more assets you have in the account, the more you will pay. Fees are negotiable for bond portfolios larger than $250 million.
Location
Austin, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2010Regulatory
May 2000Other Business Activities
Scott manages a commercial property through a family-held LLC called Jenne' LLC, dedicating minimal time annually. He is also a Board Member and Co-Founder of Texas Crop Science, LLC, an agricultural technology company, spending a few hours per week on traditional board responsibilities.
Employment History
Current Registrations
Keel Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Morgan Keegan & Company, INC.Broker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations1 state
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.