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Zachary Scott Mineur

Independence Square Holdings, LLC

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About Zachary Scott Mineur

Zachary Scott Mineur is a financial advisor registered with Independence Square Holdings, LLC. Zachary has been in the financial services industry since 2015 and is a Certified Financial Analyst. Zachary specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. In addition to providing traditional financial planning services, Zachary also offers cash management, mortgage services, and publication of periodicals. Zachary is registered with the state of Pennsylvania as an investment advisor representative and as a broker-dealer with both the state of Pennsylvania and FINRA.

Firm Information

Zachary Mineur is currently registered with Independence Square Holdings, LLC. Independence Square Holdings, LLC is a registered investment advisor headquartered in King of Prussia, PA. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. They offer a range of services, including financial planning, portfolio management, and cash management services.
Independence Square Holdings, LLC

150 SOUTH WARNER ROAD

KING OF PRUSSIA, PA 19406

$1.15B

Assets Under Management

50

Total Clients

27

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 individuals

Personalized portfolio management to meet individual financial objectives.

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cash management & mortgage services

Cash management & mortgage 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Referral fees

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Zachary Mineur’s Registration & Firm History

PA

01/21/2020 - Present

Independence Square Holdings, LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 08/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Zachary Scott Mineur. Review regulatory record here.
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