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ZB

Zachory R. Bushong

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CRD#: 1332546
ZB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Zachory R Bushong, who also goes by Zachory Ralph Bushong, was a registered financial professional .

Zachory is a previously registered financial professional and started their career in finance in 1985. Zachory had worked at 10 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Zachory Ralph Bushong

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 21, 2011 - January 7, 2015

LEXINGTON INVESTMENT CONSULTING, LLC

RIA
CRD#: 127618
DAYTONA BEACH, FL
Past

August 22, 2011 - November 21, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

July 27, 2011 - November 21, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

May 19, 2003 - March 3, 2005

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

June 19, 2002 - February 21, 2003

ALLEN C. EWING & CO.

BD
CRD#: 26102
JACKSONVILLE, FL
Past

January 1, 2001 - August 10, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 26, 1991 - November 13, 1992

CAPITAL INVESTMENT GROUP, INC.

BD
CRD#: 14752
Past

August 22, 1990 - November 15, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

May 27, 1987 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

May 27, 1987 - July 3, 1989

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

January 15, 1985 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

January 15, 1985 - May 26, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LEXINGTON INVESTMENT CONSULTING, LLC
LEXINGTON FAMILY OFFICE, LLC | LEXINGTON INVESTMENT COUNSEL, LLC | LEXINGTON INVESTMENT COUNSEL OF CALIFORNIA | LEXINGTON INVESTMENT COUNSEL | LEXINGTON INVESTMENT CONSULTING, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT

CRD#: 127618 / SEC#: 801-130899

RIA
Registered Investment Advisory firm - (8/9/2024 Approved)
Florida
Registered Investment Advisory firm - (8/12/2024 Terminated)
North Carolina
Registered Investment Advisory firm - (8/12/2024 Terminated)
Tennessee
Registered Investment Advisory firm - (2/25/2025 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2011
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LI
LEXINGTON INVESTMENT CONSULTING, LLC
LEXINGTON FAMILY OFFICE, LLC | LEXINGTON INVESTMENT COUNSEL, LLC | LEXINGTON INVESTMENT COUNSEL OF CALIFORNIA | LEXINGTON INVESTMENT COUNSEL | LEXINGTON INVESTMENT CONSULTING, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT

CRD#: 127618 / SEC#: 801-130899

RIA
Registered Investment Advisory firm - (8/9/2024 Approved)
Florida
Registered Investment Advisory firm - (8/12/2024 Terminated)
North Carolina
Registered Investment Advisory firm - (8/12/2024 Terminated)
Tennessee
Registered Investment Advisory firm - (2/25/2025 Terminated)
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Contact information


Main Address
424 Church Street Suite 1550, Nashville, TN 37219
Mailing Address
Phone number
(615) 492-1011
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEXINGTON INVESTMENT COUNSEL, LLC (3/27/2025)

Regulatory assets under management


Total Number of Accounts248
AUM (Assets Under Management)$ 102,786,885

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEXINGTON INVESTMENT CONSULTING, LLC

CRD#: 127618

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