GZ
GZ
Giordan Zaro
7 Years of Experience
Chicago, IL
2 DisclosuresBroker
Giordan Zaro is a registered investment advisor at Gm Capital Management LLC, based in Chicago, IL, with 7 years of industry experience. Giordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Chicago, IL
Get directionsHistory
Regulatory History (2)
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Regulatory
August 2021Final
Employment Separation After Allegations
October 2019Other Business Activities
Marc manages his family's real estate portfolio, owns GM Private Equity LLC and GM Real Estate Holdings, and is an advisor for Dream Town Realty. He is also the founder of GM Capital Management LLC and the Executive Producer of Pocket 7 Films, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Gm Capital Management LLC
October 2024 - Present · 1 yr 7 mos
Great Point Capital LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Gm Capital Management LLC
October 2024 - December 2025 · 1 yr 2 mos
Wilson Financial Advisory Services
February 2022 - March 2023 · 1 yr 1 mo
Invicta Capital LLCBroker
January 2021 - July 2021 · 6 mos
Emerson Equity LLCBroker
March 2020 - January 2021 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2018 - November 2019 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2018 - November 2019 · 1 yr 9 mos
AXA Advisors, LLC
May 2017 - December 2017 · 7 mos
AXA Advisors, LLCBroker
January 2017 - December 2017 · 11 mos
State Registrations1 state
IL
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.