AdvisorOS Directory
Claim Profile
JZ

Jeffrey Joseph Zunic

ZUNIC ADVISORY SERVICES LLC·EMIGSVILLE, Pennsylvania
Unclaimed Profile
3291 NORTH GEORGE STREET, EMIGSVILLE, PA 17318-0553CRD# 4770611Firm CRD# 130846
01

About

Jeffrey Joseph Zunic is a registered financial advisor based in EMIGSVILLE, Pennsylvania, affiliated with ZUNIC ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ZUNIC ADVISORY SERVICES LLC
ZUNIC ADVISORY SERVICES
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ZUNIC ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4770611
Firm CRD# 130846
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EMIGSVILLE?

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

Browse EMIGSVILLE 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 Jeffrey Joseph Zunic offer?
Jeffrey Joseph Zunic specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EMIGSVILLE, Pennsylvania for a consultation.
What are Jeffrey Joseph Zunic's credentials?
Jeffrey Joseph Zunic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Joseph Zunic located?
Jeffrey Joseph Zunic is based in EMIGSVILLE, Pennsylvania, working with ZUNIC ADVISORY SERVICES LLC. Their office serves clients in the EMIGSVILLE metropolitan area and surrounding communities.
How does Jeffrey Joseph Zunic charge for services?
Jeffrey Joseph Zunic'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 ZUNIC ADVISORY SERVICES LLC?
ZUNIC ADVISORY SERVICES LLC has approximately 1 employees and manages $34M 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 →
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile