MZ
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
131 clients
Average Client Portfolio
$564.9M average
Assets Under Management
$74.0B
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Advisor Information
Office location
7272 Wisconsin Avenue, 21st Floor, Bethesda, MD, 20814
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Proshare Advisors LLC
April 2025 - Present · 9 mos
Profunds Distributors, INC.
April 2025 - Present · 9 mos
Profunds Distributors, INC.Broker
April 2025 - Present · 9 mos
Previous Registrations
Amundi Asset Management Us, INC.
January 2021 - April 2025 · 4 yrs 3 mos
Amundi Pioneer Institutional Asset Management, INC.
April 2006 - December 2020 · 14 yrs 8 mos
Pioneer Investment Management, INC.
November 2004 - April 2006 · 1 yr 5 mos
Amundi Distributor Us, INC.Broker
February 2002 - April 2025 · 23 yrs 2 mos
Mfs Fund Distributors, INC.Broker
April 2000 - September 2001 · 1 yr 5 mos
State Registrations4 states
CAFLMDPR
AdvisorBroker
Exams
No exam information available for this advisor.