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Zachary Thomas Desmond

Newedge Advisors

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About Zachary Thomas Desmond

Zachary Desmond is an investment advisor representative at Newedge Advisors. Zachary has been in the industry since 2017 and has a Series 65 license and the Securities Industry Essentials Examination. Zachary is located at 1107 Hazeltine Blvd., Chaska, MN 55318. Zachary specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisors, pension consulting and financial planning. Zachary also works with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth clients.

Firm Information

Zachary Desmond is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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 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.

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 Desmond’s Registration & Firm History

MN

05/13/2024 - Present

Newedge Advisors (Chaska MN)

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Licenses & Designations

IA

Issued 02/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Thomas Desmond.
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