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Zachary P Stewart

Transamerica Financial Advisors, Inc.

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About Zachary P Stewart

Zachary Stewart is a financial advisor based in South Jordan, UT. Zachary currently works at Transamerica Financial Advisors, Inc., where Zachary has been registered as a broker-dealer since March 2024. Prior to that, Zachary held the same role with Transamerica Financial Advisors, Inc. from November 2015 until December 2022. Zachary has licenses for the Series 6, Series 63 and SIE exams. Zachary has a total of 1 approved state registrations, 1 approved FINRA registration, and 1 approved SRO registration.

Firm Information

Zachary Stewart is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Zachary Stewart’s Registration & Firm History

UT

03/08/2024 - Present

Transamerica Financial Advisors, Inc. (SO. JORDAN UT)

UT

11/23/2015 - 12/31/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (SO. JORDAN UT)

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Licenses & Designations

BC

Issued 12/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary P Stewart.
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