Joshua Joseph Zajicek
Investment adviser representative at Abbey Street
11 yearsExperience
1 stateRegistered in
CFADesignation
$375.4MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Abbey StreetFeb 2025 to now
- Waycross, Inc.Jul 2022 to Jan 2025
- MercerApr 2015 to Jul 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
Abbey Street
Legal name: Abbey Street, LLC
$375.4MAssets managed
139Clients
8Advisers
7 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
- 6034681
- Firm CRD
- 305107