Zachary Paul Abbotoni
Investment adviser representative at Econologics Financial Advisors
10 yearsExperience
6 statesRegistered in
$183.2MFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Econologics Financial AdvisorsMay 2020 to now
- Gulf Drive CafeJul 2019 to Mar 2020
- Means Wealth ManagementJun 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, LA, NH, NY, TX).
Econologics Financial Advisors
Legal name: Econologics Financial Advisors, LLC
$183.2MAssets managed
344Clients
8Advisers
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
- 6673621
- Firm CRD
- 125738