linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Zachary Weaver

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Zachary? Claim Your Profile

About Zachary Weaver

Zachary Weaver is a financial advisor with Eagle Strategies LLC. Zachary has been in the industry since 2018 and is registered in Maryland. Zachary has experience working with high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Zachary is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Previous employers include Park Avenue Securities LLC, Northwestern Mutual Investment Services, LLC and Ameriprise Financial Services, Inc.

Firm Information

Zachary Weaver is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

6901 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Zachary Weaver’s Registration & Firm History

MD

05/09/2023 - Present

Eagle Strategies LLC (BETHESDA MD)

CA

01/27/2021 - 06/16/2022

PARK AVENUE SECURITIES LLC (SAN DIEGO CA)

CA

01/31/2019 - 01/22/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)

PA

07/26/2018 - 10/30/2018

AMERIPRISE FINANCIAL SERVICES, INC. (HERSHEY PA)

Not sure if Zachary Weaver is right for you?

Licenses & Designations

BOTH

Issued 10/19/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/26/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Weaver.
Not sure if Zachary Weaver is right for you?