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Scoby Alan Zook

SCOBY ALAN ZOOK·POINT REYES STATION, California
Clean recordSCOBY ALAN ZOOK
11431 STATE ROUTE 1 SUITE 4, POINT REYES STATION, CA 94956CRD# 2212486Firm CRD# 111214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scoby Alan Zook · POINT REYES STATION, CA
Registration
CRD #2212486 · SCOBY ALAN ZOOK
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scoby Alan Zook is a registered financial advisor based in POINT REYES STATION, California, affiliated with SCOBY ALAN ZOOK. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ZOOK, SCOBY ALAN
SCOBY ZOOK
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ZOOK, SCOBY ALAN →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2212486
Firm CRD# 111214
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scoby Alan Zook offer?
Scoby Alan Zook specializes in Financial Planning, Investment Management. Contact their office in POINT REYES STATION, California for a consultation.
What are Scoby Alan Zook's credentials?
Scoby Alan Zook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scoby Alan Zook located?
Scoby Alan Zook is based in POINT REYES STATION, California, working with SCOBY ALAN ZOOK. Their office serves clients in the POINT REYES STATION metropolitan area and surrounding communities.
How does Scoby Alan Zook charge for services?
Scoby Alan Zook's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCOBY ALAN ZOOK?
SCOBY ALAN ZOOK has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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