Zachary Zwick (CRD# 6998612) is an Investment Advisor Representative working at Three Bearings Fiduciary Advisors, Inc. in Hampton, NH and has over 5 years of experience in the finance industry. Zachary Zwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Three Bearings Fiduciary Advisors, Inc. | Hampton, NH | Sep 2019 - Current | 4 |
| Jb Capital, LLC | Wethersfield, CT | Aug 2018 - Aug 2019 | 1 |
| Johnson Brunetti | Wethersfield, CT | May 2018 - Aug 2019 | 1 |
| University Of Connecticut | Storrs, CT | Aug 2014 - May 2018 | 3 |
| Tolland High School | Tolland, CT | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- FL
- ME
- MA
- NH
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$573,115
- 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
- Other
FL, MA, ME, NH
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