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Joseph A Zelson

PENSION ADMINISTRATORS & CONSULTANTS INC·CHESTERFIELD, Missouri
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1544 WOODLAKE DRIVE, CHESTERFIELD, MO 63017CRD# 476253Firm CRD# 110752
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PENSION ADMINISTRATORS & CONSULTANTS INC
PENSION ADMINISTRATORS & CONSULTANTS INC
AUM
$80M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 476253
Firm CRD# 110752
No disclosures on file
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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