Unclaimed
Zachary Bylykbashi is an investment advisor representative with Connecticut Wealth Management, LLC, in Farmington, Connecticut. Zachary has been in the securities industry since 2019. Zachary has Series 7TO, SIE, and Series 66 registrations. Zachary also has a Certified Financial Planner designation. Zachary is a wrestling coach at Wesleyan University.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
07/28/2022 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
CT
11/04/2019 - 06/23/2022
COMMONWEALTH FINANCIAL NETWORK (MADISON CT)
BOTH
Issued 02/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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