Zakariah Aziz (CRD# 6935579) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Powell, OH and has over 5 years of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital City Securities, LLC | Powell, OH | Feb 2019 - Current | 5 |
| Capital City Asset Management Group, LLC | Powell, OH | Feb 2019 - Current | 5 |
| Kinsale Golf And Fitness Club | Powell, OH | Jul 2018 - Jul 2019 | 1 |
| American Heritage Securities Inc. | Akron, OH | Dec 2018 - Feb 2019 | < 1 |
| Coastal Equities, Inc. | Wilmington, DE | May 2018 - Jul 2018 | < 1 |
| Coastal Investment Advisors, Inc. | Wilmington, DE | May 2018 - Jul 2018 | < 1 |
| Student | Dublin, OH | May 2008 - May 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- NY
- OH
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts246ACCOUNTS
-
Average Account Value$176,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NY, OH
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