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Scott Laurence Zodin

Chief Compliance Officer, Chief Investment OfficerKeel Wealth Management, LLCCRD 1790609

About Scott Laurence Zodin

Scott Laurence Zodin is listed as Chief Compliance Officer, Chief Investment Officer at Keel Wealth Management, LLC. Form ADV reports a beneficial ownership band of 50-75%. Scott Laurence Zodin is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Keel Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Scott Laurence Zodin work?

Scott Laurence Zodin is listed as Chief Compliance Officer, Chief Investment Officer at Keel Wealth Management, LLC on SEC Form ADV.

How much of Keel Wealth Management, LLC does Scott Laurence Zodin own?

Form ADV reports a beneficial ownership band of 50-75%.

Keel Wealth Management, LLC

TitleChief Compliance Officer, Chief Investment Officer
Ownership50-75%
Control personYes
Since2016
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Keel Wealth Management, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2017
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