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Zachary James Davidson

Comprehensive Capital Management, Inc.

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About Zachary James Davidson

Zachary Davidson is a financial advisor with Comprehensive Capital Management, Inc. Zachary has been in the industry since June 2019. He is registered with FINRA and the state of Pennsylvania. Zachary holds the Series 63, Series 65, Series 7 and SIE licenses. Zachary has experience in various industries, including tax preparation, investment advisory, and insurance sales. He is a dedicated professional who is committed to providing his clients with the best possible financial advice.

Firm Information

Zachary Davidson is currently registered with Comprehensive Capital Management, Inc.. Comprehensive Capital Management, Inc. is an investment advisory firm located in ROCKAWAY, NJ. The firm has 9 licensed agents, 11 investment adviser representatives, and 7 registered representatives. It manages approximately $48,291,805 in discretionary assets for 570 clients. The firm provides financial planning, pension consulting, market timing services, selection of other advisers, portfolio management for businesses and individuals. Their client base consists primarily of individuals.
Comprehensive Capital Management, Inc.

100 ENTERPRISE DRIVE, SUITE 504

ROCKAWAY, NJ 07866

$48.29M

Assets Under Management

5

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

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

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percentage of assets

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

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Zachary Davidson’s Registration & Firm History

NJ

11/01/2019 - Present

Comprehensive Capital Management, Inc. (Rockaway NJ)

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Licenses & Designations

IA

Issued 11/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary James Davidson.
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