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Marcus P
Series 65
Scottsdale, AZ
SL Capital
Marcus Pimentel is a financial advisor at SL Capital with a Series 65 designation and three years of industry experience. He previously worked at Foundations Investment Advisors, LLC, and is involved in academic and tutoring services through Pimentel Academic Services, as well as design and administration with Prometheus Innovations LLC. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities, utilizing model-driven portfolio implementation and offering access to alternative investments through third-party platforms and a firm-managed private alternatives fund.
Zachary B
Series 63, Series 65
Scottsdale, AZ
SL Capital
Zachary Brodt is a financial advisor at SL Capital with 19 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Raymond James & Associates, First Financial Equity Corporation, and Foundations Investment Advisors. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses a combination of proprietary and third-party model portfolios, offering access to alternative investments through sub-advisers and private funds.
Joshua H
Series 65
Scottsdale, AZ
SL Capital
Joshua Harter is a financial advisor at SL Capital in Scottsdale, AZ, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Foundations Investment Advisors and First Financial Equity Corporation. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm employs proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.
Nathan C
Series 65
Scottsdale, AZ
SL Capital
Nathan Craft is a financial advisor at SL Capital with one year of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Texas Christian University, BAY Tax Services, Lee & Associates, and Brophy College Prep. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.
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