Dale Zamecki
Dale Zamecki is a registered investment advisor at Truist Advisory Services, INC., based in Ocala, FL, with 28 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
111 SW 17th St, Fl 1, Ocala, FL, 34471
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Regulatory History (1)
Customer Dispute
January 2023Other Business Activities
Dale is the Vice President of Well-Run Concepts Inc, a consulting business owned by his wife, focusing on matching people with jobs. Dale's involvement is for business continuation purposes and requires minimal time.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations24 states
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.