Zachary Paul Lountzis
Investment adviser representative at Lountzis Asset Management, LLC
12 yearsExperience
3 statesRegistered in
$624.1MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Lountzis Asset Management, LLCMar 2019 to now
- Jefferies LLCAug 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, TX).
Lountzis Asset Management, LLC
$624.1MAssets managed
155Clients
3Advisers
11 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
- 5859737
- Firm CRD
- 118923