AdvisorOS Directory
Claim Profile
WZ

William Zolezzi

DIVISADERO STREET CAPITAL MANAGEMENT, LP·MIAMI, Florida
Unclaimed Profile
444 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7457369Firm CRD# 317392
01

About

William Zolezzi is a registered financial advisor based in MIAMI, Florida, affiliated with DIVISADERO STREET CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DIVISADERO STREET CAPITAL MANAGEMENT, LP
DIVISADERO STREET CAPITAL MANAGEMENT, LP
AUM
$634M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DIVISADERO STREET CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7457369
Firm CRD# 317392
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Zolezzi offer?
William Zolezzi specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are William Zolezzi's credentials?
William Zolezzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Zolezzi located?
William Zolezzi is based in MIAMI, Florida, working with DIVISADERO STREET CAPITAL MANAGEMENT, LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does William Zolezzi charge for services?
William Zolezzi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVISADERO STREET CAPITAL MANAGEMENT, LP?
DIVISADERO STREET CAPITAL MANAGEMENT, LP has approximately 6 employees and manages $634M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIAMI
Edwin Andres Fermin — EFG ASSET MANAGEMENT (AMERICAS) CORP.Lansing Alden Davis — ACCIAL CAPITAL MANAGEMENT LLCJames Richard Malone — BOYNE CAPITAL ADVISORS, LLCJosephine Santos Jimenez — CHANNING GLOBAL ADVISORS, LLCMarcelo A Alvarez — EFG CAPITAL ADVISORS LLC
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile