Adam Zingg is a CFA-designated registered investment advisor at The Balance of Trade, based in Scottsdale, AZ, with 6 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
- Workshops and seminars may cost $200-$3000, depending on preparation, travel, and length of time involved.
Location
Scottsdale, AZ
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Adam co-owns a business with his wife that creates online educational content for homeschoolers, worldschoolers, and gap-year students. This activity is not investment-related.
Employment History
Current Registrations
The Balance of Trade
Previous Registrations
The Balance of Trade
State Registrations1 state
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.