Invested Better
Unclaimed

Unclaimed

Unclaimed

Zachary Frey

Crowdstreet 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 Frey

Zachary Frey is a financial professional registered in Texas and Minnesota. Zachary Frey is a registered representative of Crowdstreet Capital LLC and holds the Series 79TO, Series 63, and SIE licenses. Zachary Frey's first day in the industry was May 1, 2022.

Firm Information

Zachary Frey is currently registered with Crowdstreet Capital LLC. Crowdstreet Capital LLC is a Limited Liability Company formed in April 2018 and is registered in all 50 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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 Frey’s Registration & Firm History

TX

05/02/2022 - Present

Crowdstreet Capital LLC (AUSTIN TX)

Not sure if Zachary Frey is right for you?

Licenses & Designations

BC

Issued 06/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

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