Advisor at Wealthstone Private Wealth Management, LLC
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Firm
Wealthstone Private Wealth Management, LLC
Location
Scottsdale, AZ 85251
Credentials
CFP®, Series 63, Series 66
Industry experience
9 years
Zakriah Gardezy is a CFP® professional with eight years of industry experience. He is currently the sole advisor at Wealthstone Private Wealth Management, LLC, an independent firm based in Scottsdale, AZ. Prior to founding Wealthstone, he worked at Morgan Stanley and Wells Fargo in various advisory roles. Wealthstone Private Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, and subscription-style advisory services. The firm employs a fiduciary, client-focused process and utilizes a range of investment strategies, including alternatives and derivatives, to meet diverse client objectives.
Based on Wealthstone Private Wealth Management, LLC
Based on Wealthstone Private Wealth Management, LLC
Financial planning flat fees range from $1,500 to $10,000.
AdvisorConnect monthly subscription fees not to exceed $299 per month.
7014 E Camelback Rd., Suite B100 A
Scottsdale, AZ 85251
Arizona · California
Wealthstone Private Wealth Management, LLC
2024 - Present (2 years)
Morgan Stanley Private Bank, N.A
2021 - 2024 (3 years)
Morgan Stanley
2021 - 2024 (3 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Bank, nA
2016 - 2021 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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Musser Financial Planning, LLC
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FMT Investment Advisory
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Karpinski Financial, LLC
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