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Zachary Edward Troutman

Icapital Markets LLC

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About Zachary Edward Troutman

Zachary Edward Troutman is a registered representative with Icapital Markets LLC. Zachary has been in the financial services industry since January 27, 2019. Zachary has passed the Series 7TO, SIE, and Series 57 exams. Zachary is licensed in New York and New Jersey. Zachary's previous employers include SIMON MARKETS LLC, UBS FINANCIAL SERVICES INC., and SEVEN POINTS CAPITAL, LLC.

Firm Information

Zachary Troutman is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Zachary Troutman’s Registration & Firm History

NY

12/12/2023 - Present

Icapital Markets LLC (NEW YORK NY)

NY

05/01/2023 - 12/01/2023

SIMON MARKETS LLC (NEW YORK NY)

NJ

05/21/2020 - 04/21/2023

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

09/08/2016 - 01/18/2018

SEVEN POINTS CAPITAL, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2016

Series 57 - Securities Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Edward Troutman.
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