AdvisorOS Directory
Claim Profile
MZ

Margaret Parks Zerman

AGELLUS CAPITAL, LLC·CLAYTON, Missouri
Unclaimed Profile
7701 FORSYTH BOULEVARD, CLAYTON, MO 63105CRD# 7964450Firm CRD# 330152
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLAYTON?

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

Browse CLAYTON 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLAYTON
Atul M. Kamra — SIXTHIRTY VENTURES, LLCAmy Lynn Tognozzi — SMITH MOORE & CO.Jason L. Clark — SIXTHIRTY VENTURES, LLCMatt R. Menietti — SIXTHIRTY VENTURES, LLCDavid M Sindelar — ARGENT CAPITAL MANAGEMENT LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile