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Zachary Ruark Stein

Carbon Collective Investing, LLC

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About Zachary Ruark Stein

Zachary Ruark Stein is an Investment Advisor Representative with Carbon Collective Investing, LLC, and is registered with the state of California. Zachary Stein has been in the industry since August of 2013, and has a Series 65 license. Zachary Ruark Stein has also worked for Zach's Bay Area Tutoring and Osmo Systems, Inc. before joining Carbon Collective Investing, LLC.

Firm Information

Zachary Stein is currently registered with Carbon Collective Investing, LLC. Carbon Collective Investing, LLC is an investment advisor registered with the SEC. The firm is based in Oakland, CA and manages over $122 million in assets. Carbon Collective specializes in sustainable and impact investing, offering portfolio management for individuals, investment companies, and pooled investment vehicles. The firm also provides services to pension and profit-sharing plans.
Carbon Collective Investing, LLC

2648 INTERNATIONAL BLVD

OAKLAND, CA 94601

$122.87M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Stein’s Registration & Firm History

CA

08/25/2020 - Present

Carbon Collective Investing, LLC (Albany CA)

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Licenses & Designations

IA

Issued 08/06/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Ruark Stein.
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