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Zanetti Financial, LLC CRD 282089
$809M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5130 San Francisco Rd Ne Suite A, Albuquerque, NM 87109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-04-07 |
Branch Locations
5130 San Francisco Rd Ne Suite A, Albuquerque, NM 87109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zanetti Financial, Llc | Albuquerque | NM | 08/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-21 |
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