Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Nightview Capital, LLC | CFA ® (Certifications)

location

AUSTIN, TX

0 Disclosures

ADVISOR BIO

Zachary Thomas Lash is an Investment Advisor Representative at Nightview Capital, LLC. Zachary has been in the industry for over 10 years. Zachary has passed the Series 7, Series 66 and SIE exams and holds the Chartered Financial Analyst designation. Prior to joining Nightview Capital, Zachary was employed at various firms such as Altegris Investments, Inc., Gupta Wealth Management, LLC, Worm Capital, LLC, and Alsin Capital Management, Inc..

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northern Trust Securities, Inc.

location

Cleveland, OH

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Michael Workman is a registered representative with Northern Trust Securities, Inc. located in Cleveland, OH. Zachary has been in the industry since 2016 and holds the Series 7, Series 63 and Series 7TO licenses. Zachary has experience with LPL FINANCIAL LLC, previously.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Lake Oswego, OR

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Allan Woolever is a financial advisor with Robert W. Baird & Co. Inc. Zachary Allan Woolever has been working in the financial services industry since 2012 and is registered with the state regulators of Wisconsin and Oregon. Zachary Allan Woolever holds Series 6, 7, 63, and 65 licenses. The firm has offices in both Lake Oswego, Oregon and Milwaukee, Wisconsin. Zachary Allan Woolever specializes in providing financial services to individuals, businesses, high-net-worth individuals, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

ST. LOUIS, MO

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Naert is a registered representative of Oppenheimer & Co. Inc. and has been in the industry since August 2019. Zachary is currently registered in 48 states and the District of Columbia, and is licensed to sell securities through Oppenheimer & Co. Inc. Zachary has passed the Series 7, Series 66, and the SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC

location

ST LOUIS, MO

0 Disclosures

ADVISOR BIO

Zachary Harmon is an investment advisor representative with The Colony Group, LLC, a firm with over $50 billion in assets under management. Zachary has been in the industry since 2018 and has experience in a variety of financial services roles. Zachary holds the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Zachary is registered in Texas to provide investment advisory services. The Colony Group, LLC offers a variety of financial services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Aegis Capital Corp.

location

NEW YORK, NY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Kahn Nedell is a financial advisor with Aegis Capital Corp. Zachary has been in the industry since 2023 and holds licenses in Connecticut, Florida, New Jersey and New York. Zachary works with individuals, high net worth individuals, businesses and pooled investment vehicles. Zachary specializes in portfolio management, financial planning and investment strategies.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

Zachary Daniel Natale is an Investment Advisor Representative at First Trust Advisors LP in Wheaton, Illinois. Zachary has been a Registered Investment Advisor since August 1, 2022. Zachary also holds the Series 6 and Series 63 licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc. | CFP ®,CFC ® (Certifications)

location

LOUISVILLE, KY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Alan Chamberlain is a financial advisor in Louisville, KY. Zachary has been in the financial industry for over 20 years and currently works for Robert W. Baird & Co. Inc. Zachary is a Certified Financial Planner and a Chartered Financial Consultant. Zachary has a wide range of experience in the financial industry, including previous roles at Northwestern Mutual Investment Services, LLC and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Moussa is a financial professional registered with Goldman Sachs & Co. LLC and holds Series 7TO, SIE, and Series 63 licenses. Zachary is active in 53 states. Zachary provides financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

PRINCETON, NJ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Meyers Martin is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Zachary has been in the financial industry since April 2019. Zachary is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New Jersey. Zachary holds Series 66, Series 7TO, and SIE licenses and specializes in investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?