Unclaimed Profile

Joseph A Zelson

PENSION ADMINISTRATORS & CONSULTANTS INC·CHESTERFIELD, Missouri

Clean recordPENSION ADMINISTRATORS & CONSULTANTS INC

1544 WOODLAKE DRIVE, CHESTERFIELD, MO 63017CRD# 476253Firm CRD# 110752

Profile Verification

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

Identity

Joseph A Zelson · CHESTERFIELD, MO

Registration

CRD #476253 · PENSION ADMINISTRATORS & CONSULTANTS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph A Zelson is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with PENSION ADMINISTRATORS & CONSULTANTS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PENSION ADMINISTRATORS & CONSULTANTS INC

AUM

$80M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENSION ADMINISTRATORS & CONSULTANTS INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Commissions

Regulatory

SEC/IARD CRD# 476253

Firm CRD# 110752

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph A Zelson offer?

Joseph A Zelson specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Joseph A Zelson's credentials?

Joseph A Zelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph A Zelson located?

Joseph A Zelson is based in CHESTERFIELD, Missouri, working with PENSION ADMINISTRATORS & CONSULTANTS INC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Joseph A Zelson charge for services?

Joseph A Zelson's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION ADMINISTRATORS & CONSULTANTS INC?

PENSION ADMINISTRATORS & CONSULTANTS INC has approximately 1 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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