Shiraz Zaidi
Shiraz Zaidi is a registered investment advisor at Kestra Advisory Services, LLC, based in Rockville Centre, NY, with 14 years of industry experience. Shiraz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
330 Sunrise Highway, Rockville Centre, NY, 11570
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2015Other Business Activities
Shiraz is a financial advisor and investment advisor representative through Kestra Investment Services and Kestra Advisory Services, respectively, dedicating nearly full-time hours to these activities. He also has ownership and management roles in several real estate and consulting businesses, taking up about half of his time for Coastline Holdings Group, LLC and minimal time for the others.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations34 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.