Advisor at zQuant Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Sergey Zaytsev is the sole advisor at zQuant Advisory, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he owns small computer software companies and is occasionally involved in computer consulting and product development. zQuant Advisory provides portfolio management, financial planning, and pension consulting to individual and high-net-worth clients. The firm employs a combination of quantitative, cyclical, and fundamental analysis, applying modern portfolio theory to construct portfolios tailored to each client’s risk profile and investment goals.
Based on zQuant Advisory, LLC
Based on zQuant Advisory, LLC
$1,000 to $10,000 fixed fee for financial planning
$200 to $500 per hour
1.00% annual AUM fee plus 20% of capital appreciation for qualified clients
Scottsdale, AZ
Arizona
zQuant Advisory, LLC
2021 - Present (5 years)
DriveTime
2018 - Present (8 years)
Cox, Inc.
2017 - 2018 (1 year)
zQuant Advisory, LLC
2014 - Present (12 years)
zQuant, Inc
2014 - Present (12 years)
eXtreme Results International, Inc
2003 - Present (23 years)
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CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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Series 65
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CFP®, Series 63
Scottsdale, AZ
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Series 63, Series 65
Phoenix, AZ
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Series 63, Series 65
Scottsdale, AZ
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