Scott Laurence Zodin
Investment adviser representative at Keel Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$470MFirm assets
9 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Keel Wealth Management, LLCNov 2016 to now
- Bank of America, N.A.Apr 2013 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Keel Wealth Management, LLC
$470MAssets managed
29Clients
1Advisers
9 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
- 1790609
- Firm CRD
- 285682