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Albert James Zdenek

TRAUST SOLLUS WEALTH MANAGEMENT, LLC·PRINCETON, New Jersey
Unclaimed Profile
103 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 2190348Firm CRD# 108918
01

About

Albert James Zdenek is a registered financial advisor based in PRINCETON, New Jersey, affiliated with TRAUST SOLLUS WEALTH MANAGEMENT, LLC. 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
TRAUST SOLLUS WEALTH MANAGEMENT, LLC
TRAUST SOLLUS WEALTH MANAGEMENT, LLC
AUM
$410M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at TRAUST SOLLUS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2190348
Firm CRD# 108918
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Albert James Zdenek offer?
Albert James Zdenek specializes in Financial Planning, Investment Management. Contact their office in PRINCETON, New Jersey for a consultation.
What are Albert James Zdenek's credentials?
Albert James Zdenek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Albert James Zdenek located?
Albert James Zdenek is based in PRINCETON, New Jersey, working with TRAUST SOLLUS WEALTH MANAGEMENT, LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Albert James Zdenek charge for services?
Albert James Zdenek'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 TRAUST SOLLUS WEALTH MANAGEMENT, LLC?
TRAUST SOLLUS WEALTH MANAGEMENT, LLC has approximately 25 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
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