Douglas Ira Zidel
Investment adviser representative at Zidel Financial Inc.
25 yearsExperience
5 statesRegistered in
$159.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Zidel Financial Inc.Sep 2017 to now
- Lasalle St SecuritiesSep 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, FL, NY, TX).
Zidel Financial Inc.
Legal name: Zidel Financial, Inc.
$159.6MAssets managed
135Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1449410
- Firm CRD
- 135047