Matthew Zandi
Matthew Zandi is a registered investment advisor at Raymond James & Associates, INC., based in Rochester, MI, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
251 Diversion St., Suite 400, Rochester, MI, 48307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a director of a hunt club, dedicating minimal time to helping with operational matters. He also jointly owns a residential rental home with his spouse, requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
State Registrations25 states
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