Makai Florante Elep
Investment adviser representative at Zega Investments, LLC
10 yearsExperience
1 stateRegistered in
$614MFirm assets
2 yearsFirm in business
Are you Makai Florante Elep? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Zega Investments, LLCSep 2025 to now
- Bradley Wealth LLCJun 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Nov 2022 to Jul 2024
- UnemployedSep 2022 to Nov 2022
- Grimaldi'sJul 2022 to Sep 2022
- ConsultingMay 2022 to Sep 2022
- Richard P. Slaughter AssociatesOct 2021 to Apr 2022
- California State University Long BeachAug 2019 to Jul 2021
- Ican - California Abilities NetworkMar 2019 to Apr 2020
- UnemployedSep 2018 to Mar 2019
- Blaze PizzaOct 2017 to May 2019
- El Camino CollegeAug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Zega Investments, LLC
$614MAssets managed
224Clients
6Advisers
2 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
- 7519850
- Firm CRD
- 330428