Unclaimed Profile

Joshua Martin Sailar

BLUE ZONE WEALTH ADVISORS, LLC·LOS ANGELES, California

SIE, Series 7, Series 63, Series 65CFPClean record13 years registeredBLUE ZONE WEALTH ADVISORS, LLC

11812 SAN VICENTE BLVD., LOS ANGELES, CA 90049CRD# 5995365Firm CRD# 305943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Martin Sailar · LOS ANGELES, CA

Registration

CRD #5995365 · BLUE ZONE WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

BLUE ZONE WEALTH ADVISORS, LLC

Dec 2019 – present

MIRACLE MILE ADVISORS, LLC

Apr 2016 – Dec 2019

LOS ANGELES, CA

TRI-STAR FINANCIAL

Jun 2013 – Apr 2016

EL SEGUNDO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 12, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE ZONE WEALTH ADVISORS, LLC

CRD 305943 · SEC 801-117548

AUM

$462M

Regulatory assets under management

Employees

414 client accounts

Services offered by BLUE ZONE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE ZONE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Martin Sailar offer?

Joshua Martin Sailar specializes in Financial Planning, Investment Management. Contact their office in LOS ANGELES, California for a consultation.

What are Joshua Martin Sailar's credentials?

Joshua Martin Sailar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Martin Sailar located?

Joshua Martin Sailar is based in LOS ANGELES, California, working with BLUE ZONE WEALTH ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Joshua Martin Sailar charge for services?

Joshua Martin Sailar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE ZONE WEALTH ADVISORS, LLC?

BLUE ZONE WEALTH ADVISORS, LLC has approximately 5 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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