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William Victor Zaleski

FIRST SANTA FE ADVISORS, LLC·SANTA FE, New Mexico
Unclaimed Profile
62 LINCOLN AVENUE, SANTA FE, NM 87501CRD# 6333786Firm CRD# 143742
01

About

William Victor Zaleski is a registered financial advisor based in SANTA FE, New Mexico, affiliated with FIRST SANTA FE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FIRST SANTA FE ADVISORS, LLC
FIRST SANTA FE ADVISORS, LLC
AUM
$177M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FIRST SANTA FE ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6333786
Firm CRD# 143742
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Victor Zaleski offer?
William Victor Zaleski specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SANTA FE, New Mexico for a consultation.
What are William Victor Zaleski's credentials?
William Victor Zaleski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Victor Zaleski located?
William Victor Zaleski is based in SANTA FE, New Mexico, working with FIRST SANTA FE ADVISORS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does William Victor Zaleski charge for services?
William Victor Zaleski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST SANTA FE ADVISORS, LLC?
FIRST SANTA FE ADVISORS, LLC has approximately 8 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Mexico
ALBUQUERQUE (99)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
ALBUQUERQUE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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