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
| Title | Chief Compliance Officer, Chief Investment Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2016 |
Keel Wealth Management, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2017 |