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Zachary James Staggs

Hollencrest Capital Management

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About Zachary James Staggs

Zachary Staggs is an investment advisor representative with Hollencrest Capital Management. Zachary has been in the industry since July 2011 and has a Series 7 and Series 66 license. Zachary is registered with the state of California. Hollencrest Capital Management is an investment advisor firm that provides portfolio management for businesses, individuals, and pooled investment vehicles. They also provide financial planning and consulting services. Hollencrest Capital Management has a total of $2,369,923,423 in assets under management.

Firm Information

Zachary Staggs is currently registered with Hollencrest Capital Management. Hollencrest Capital Management is a terminated Limited Liability Company that was formed on June 10, 1998. The firm was headquartered in Newport Beach, California, and provided a range of advisory services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and consulting services. The firm managed assets for a variety of client types, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm was registered with the SEC and had a total of 18 employees. The firm’s last reported assets under management were $2,369,923,423.
Hollencrest Capital Management

100 BAYVIEW CIRCLE

NEWPORT BEACH, CA 92660-8903

$2.37B

Assets Under Management

Not reported

Total Clients

14

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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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.

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consulting services

Consulting services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Fees related to real estate deals

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Zachary Staggs’s Registration & Firm History

CA

12/14/2011 - Present

Hollencrest Capital Management (NEWPORT BEACH CA)

CA

10/21/2011 - 01/02/2018

HOLLENCREST CAPITAL MANAGEMENT, LLC (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 12/13/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Zachary James Staggs. Review regulatory record here.
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