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Sergey Z

Series 65

Chicago, IL

Zaks Investment Advisory Service, LLC

Sergey Zaks is the principal of Zaks Investment Advisory Service, LLC in Chicago, IL, holding a Series 65 designation with 20 years of industry experience. He is also the founder and president of Distributed Software Development, Inc., a software company specializing in municipal systems such as 911 dispatch and voter-registration platforms. Zaks Investment Advisory Service provides discretionary and nondiscretionary separately managed accounts primarily for individual clients. The firm employs a passive investment approach focused on diversified portfolios using exchange-traded funds and mutual funds, adjusting allocations to client circumstances while maintaining low trading volumes and avoiding leverage.

Passive / index investing
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