Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Kaufman is an investment advisor representative at McAdam LLC, which is registered as an investment advisor in Florida. He specializes in providing financial planning, portfolio management, and selection of other advisors. Zachary holds a Series 65 license and has been with McAdam LLC since June 2020. Prior to that, Zachary worked at Chipotle Mexican Grill and The Strip Entertainment Group.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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FL
02/19/2023 - Present
McAdam LLC (Palm Beach FL)
IA
Issued 11/05/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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