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Chief Compliance Officer, Chief Investment Officer · Keel Wealth Management, LLC

Scott L. Zodin

CRD 1790609 · Named on Form ADV at one SEC-registered adviser

At a glance

Keel Wealth Management, LLC, an SEC-registered asset manager with $470 million in regulatory assets, lists Scott L. Zodin on its Form ADV as Chief Compliance Officer, Chief Investment Officer, a control person.

Firms and roles

  • Keel Wealth Management, LLCChief Compliance Officer, Chief Investment OfficerAsset manager · United States · $470M in regulatory assets

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.