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Zachariah A Harney

Monterey Private Wealth, Inc.

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About Zachariah A Harney

Zachariah Harney is a financial advisor with Monterey Private Wealth, Inc. Zachariah has been in the financial industry since December 18, 2015 and is registered in California, Idaho, Michigan and Texas. Zachariah has a background in financial services and has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Zachariah is a Certified Financial Planner® and specializes in providing financial planning, consulting and portfolio management services. Zachariah also offers other financial planning services such as selection of other advisers.

Firm Information

Zachariah Harney is currently registered with Monterey Private Wealth, Inc.. Monterey Private Wealth, Inc. is a registered investment adviser located in Monterey, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. As of December 31, 2022, the firm had approximately $1,005,871,830 in regulatory assets under management. The firm's website address is https://www.montereyprivatewealth.com.
Monterey Private Wealth, Inc.

2340 GARDEN ROAD

MONTEREY, CA 93940

$1.01B

Assets Under Management

13

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage retirement plan assets under advisement

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Zachariah Harney’s Registration & Firm History

CA

11/05/2024 - Present

Monterey Private Wealth, Inc. (MONTEREY CA)

CA

12/18/2015 - 02/01/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)

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Licenses & Designations

BOTH

Issued 04/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachariah A Harney.
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