Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Buchwald is an investment professional with over 25 years of experience in the industry. Zachary is currently registered with Russell Investments Implementation Services, LLC and Russell Investments Financial Services, LLC, both of which are active in Broker-Dealer and Investment Advisor capacities. Zachary holds multiple licenses, including Series 7, Series 24 and Series 63 licenses. Zachary also has prior experience with Blackrock Investments, LLC, Morgan Stanley & Co. Incorporated, and Lehman Brothers Inc. Zachary is registered with the securities regulators of all 50 states and is well-equipped to help clients achieve their investment goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
05/30/2023 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
NY
08/18/2008 - 02/27/2023
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
07/09/1998 - 07/22/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/08/1996 - 06/30/1998
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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