Unclaimed Profile

Jeb Stuart Zoller

DAVINCI FINANCIAL DESIGNS LLC·COLUMBIA, South Carolina

Clean recordDAVINCI FINANCIAL DESIGNS LLC

5301 N. TRENHOLM ROAD, COLUMBIA, SC 29206CRD# 4622591Firm CRD# 163362

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeb Stuart Zoller · COLUMBIA, SC

Registration

CRD #4622591 · DAVINCI FINANCIAL DESIGNS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeb Stuart Zoller is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with DAVINCI FINANCIAL DESIGNS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DAVINCI FINANCIAL DESIGNS LLC

DAVINCI FINANCIAL DESIGNS

AUM

$247M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAVINCI FINANCIAL DESIGNS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4622591

Firm CRD# 163362

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeb Stuart Zoller offer?

Jeb Stuart Zoller specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Jeb Stuart Zoller's credentials?

Jeb Stuart Zoller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeb Stuart Zoller located?

Jeb Stuart Zoller is based in COLUMBIA, South Carolina, working with DAVINCI FINANCIAL DESIGNS LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Jeb Stuart Zoller charge for services?

Jeb Stuart Zoller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVINCI FINANCIAL DESIGNS LLC?

DAVINCI FINANCIAL DESIGNS LLC has approximately 9 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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