Invested Better
Unclaimed

Unclaimed

Unclaimed

Zachary Cade McCarroll

Apogem Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Zachary? Claim Your Profile

About Zachary Cade McCarroll

Zachary McCarroll is a financial advisor with Apogem Capital LLC. Zachary has been a registered representative since September 28, 2014. Zachary's specialties include providing investment supervisory services, selecting other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Zachary McCarroll is currently registered with Apogem Capital LLC. Apogem Capital LLC is an investment advisor registered with the SEC and based in New York, NY. The firm provides investment supervisory services, selects other advisors, and manages portfolios for individuals, businesses, and pooled investment vehicles. The firm has approximately $40.34 billion in assets under management, with clients including corporations, insurance companies, investment companies, and pooled investment vehicles.
Apogem Capital LLC

299 PARK AVENUE

NEW YORK, NY 10171

$40.34B

Assets Under Management

Not reported

Total Clients

2

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

provide investment supervisory services

Provide investment supervisory services

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Zachary McCarroll’s Registration & Firm History

NY

06/10/2020 - Present

Apogem Capital LLC (NEW YORK NY)

Not sure if Zachary Cade McCarroll is right for you?

Licenses & Designations

BC

Issued 01/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Cade McCarroll.
Not sure if Zachary Cade McCarroll is right for you?