![Zachary Weisenthal, financial advisor Columbia MD](/img/ws/profile-blank-sq.png)
Zachary Weisenthal (CRD# 7686444) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Columbia, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
![Basil Herzstein, financial advisor Columbia MD](/img/ws/profile-blank-sq.png)
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Advisory Services, LLC | Columbia, MD | Mar 2024 - Current | < 1 |
Kestra Investment Services, LLC | Columbia, MD | Oct 2020 - Current | 3 |
Towson University | Towson, MD | Aug 2019 - Jun 2023 | 3 |
The Scion Group | Towson, MD | Jul 2022 - Nov 2022 | < 1 |
Asset Living | Towson, MD | Sep 2020 - Sep 2021 | 1 |
Towson University - English Language Center | Towson, MD | Dec 2019 - Sep 2020 | < 1 |
Sherwood High School | Sandy-spring, MD | Aug 2015 - Jun 2019 | 3 |
California Tortilla | Olney, MD | Jan 2017 - Jan 2019 | 2 |
Bennett Creek Animal Hospital | Clarksburg, MD | Jun 2016 - Dec 2016 | < 1 |
Farquhar Middle School | Olney, MD | Aug 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- MD
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
-
Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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