Waldo Julio Zayas
Investment adviser representative at Iht Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$9.8BFirm assets
12 yearsFirm in business
Are you Waldo Julio Zayas? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Iht Wealth Management LLCDec 2018 to now
- LPL Financial LLCJul 2012 to now
- Independent Financial PartnersJul 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 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
- 4493755
- Firm CRD
- 171481