CZ
CZ

Christopher Zich

26 Years of Experience
Scottsdale, AZ
Broker

Christopher Zich is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8501 North Scottsdale Rd, Ste 150, Scottsdale, AZ, 85253

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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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Other Business Activities

Christopher has 100% ownership of CDZ Holdings LLC and dedicates full-time hours to it. He also has a 12.89% ownership in Legacy Strategic Partners LLC and serves as co-trustee for several Legacy Strategic Partners 401k accounts, spending minimal time on each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Wells Fargo Advisors
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2012 - January 2021 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
January 2012 - January 2021 · 9 yrs
UBS Financial Services INC.Broker
September 2004 - January 2012 · 7 yrs 4 mos
UBS Financial Services INC.
September 2004 - January 2012 · 7 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2001 - September 2004 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1999 - September 2004 · 5 yrs
State Registrations46 states
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.