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Margaret Parks Zerman

AGELLUS CAPITAL, LLC·CLAYTON, Missouri
Clean recordAGELLUS CAPITAL, LLC
7701 FORSYTH BOULEVARD, CLAYTON, MO 63105CRD# 7964450Firm CRD# 330152

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Parks Zerman · CLAYTON, MO
Registration
CRD #7964450 · AGELLUS CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Parks Zerman is a registered financial advisor based in CLAYTON, Missouri, affiliated with AGELLUS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AGELLUS CAPITAL, LLC
AGELLUS CAPITAL, LLC
AUM
$410M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AGELLUS CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING AND DEAL FEES
Regulatory
SEC/IARD CRD# 7964450
Firm CRD# 330152
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Parks Zerman offer?
Margaret Parks Zerman specializes in Retirement Planning. Contact their office in CLAYTON, Missouri for a consultation.
What are Margaret Parks Zerman's credentials?
Margaret Parks Zerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Parks Zerman located?
Margaret Parks Zerman is based in CLAYTON, Missouri, working with AGELLUS CAPITAL, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Margaret Parks Zerman charge for services?
Margaret Parks Zerman's firm is compensated through percentage of aum, performance-based fees, other: monitoring and deal fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGELLUS CAPITAL, LLC?
AGELLUS CAPITAL, LLC has approximately 6 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGELLUS CAPITAL, LLC

Jeffrey R Aiello
CLAYTON, MO
Harold Jr. Thomas
CLAYTON, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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