Shawn Zell is a CFP-designated registered investment advisor, based in Chesterfield, MO, with 4 years of industry experience.
Location
14755 N. Outer 40 Road, Suite 514, Chesterfield, MO, 63017
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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.
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Shawn is the sole proprietor/owner of Shawn Zell LLC, a non-investment related business, but dedicates minimal time to it. Shawn also spends about a quarter of their time as an investment advisor for Belpointe Asset Management and selling fixed income products.
Employment History
Current Registrations
D.H. Hill Securities, Lllp
Belpointe Asset Management LLC
D.H. Hill Securities, LllpBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
State Registrations4 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.