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Zachary Steven Newcomer

F/m Investments LLC

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About Zachary Steven Newcomer

Zachary Steven Newcomer is a registered Investment Advisor Representative (IAR) with F/m Investments LLC, operating out of their Milwaukee and Washington, D.C. offices. Zachary has been in the financial industry since 1997, previously working with Robert W. Baird & Co. Incorporated and Olde Discount Corporation. He has a strong background in financial services, having held positions at Ziegler Capital Management, LLC, and F/m Investments LLC. He is a Chartered Financial Analyst, and holds the Series 63, Series 65, Series 7 and Series 52 licenses. Zachary is a seasoned professional with expertise in a range of financial services, including portfolio management for individuals, businesses, and investment companies.

Firm Information

Zachary Newcomer is currently registered with F/m Investments LLC. F/m Investments LLC is an investment advisor based in WASHINGTON, DC. The firm manages $1 billion - $10 billion in assets for individuals, businesses, investment companies, pooled investment vehicles, pension plans, and other entities. They offer portfolio management and advisory services, including pension consulting and selection of other advisors. F/m Investments LLC has 35 investment advisory functions and 24 investment adviser representatives. The firm also participates in wrap fee programs.
F/m Investments LLC

3050 K. ST NW

WASHINGTON, DC 20007

$12.85B

Assets Under Management

15

Total Clients

17

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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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.

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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 Newcomer’s Registration & Firm History

WI

04/02/2024 - Present

F/m Investments LLC (MILWAUKEE WI)

WI

07/29/1998 - 05/09/2006

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MI

08/04/1997 - 01/16/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 12/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Steven Newcomer.
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