Mitchell R. Zachary

ZACHARY FINANCIAL CONSULTANTS LLC

Palm Beach Gardens, FL 33418

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CRD#: 4320844

Professional summary

Mitchell R Zachary, CFP®, who also goes by Mitchell R. Zachary, Mitchell Zachary, is a registered financial advisor currently at ZACHARY FINANCIAL CONSULTANTS LLC located in Palm Beach Gardens, Florida.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mitchell has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitchell R. Zachary | Mitchell Zachary

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.

Zachary Financial Consultants LLC; Investment-Related Business; 11360 N. Jog Rd. Ste. 102 Palm Beach Gardens, FL 33418; Accounting and Financial Planning Business; Managing Partner; Appx. Number of Hours Per Month: 120; Appx. Number of Hours during Trading Hours Per Month: 120. MITCHELL ZACHARY CPA PA; AN S-CORP; NON-INVESTMENT RELATED; 11360 N. JOG RD. STE. 102 PALM BEACH GARDENS, FL 33418; CPA BUSINESS; PRESIDENT; APPX. NUMBER OF HOURS PER MONTH: 1-2; APPX. NUMBER OF HOURS DURING TRADING HOURS PER MONTH: 1-2.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell R Zachary's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 16, 2021 - Present

ZACHARY FINANCIAL CONSULTANTS LLC

Office #1: 11360 N. Jog Rd. Ste. 102, Palm Beach Gardens, FL 33418

RIA

CRD#: 316648

Palm Beach Gardens, FL

Past

September 14, 2015 - October 26, 2015

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

North Palm Beach, FL

Past

July 28, 2006 - March 20, 2012

WEALTH SOLUTIONS, LLC

RIA

CRD#: 126113

LAKE SUCCESS, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/16/2021)

IAR

New York
(11/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ZACHARY FINANCIAL CONSULTANTS LLC

CRD#: 316648 / SEC#:

Florida

Registered Investment Advisory firm - (11/16/2021 Approved)

New York

Registered Investment Advisory firm - (11/24/2021 Approved)

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Contact information

Main Address

11360 N. Jog Rd. Ste 102, Palm Beach Gardens, FL 33418

Mailing Address

Phone number

(561) 508-8446

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Mitchell R. Zachary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell R Zachary's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZACHARY FINANCIAL CONSULTANTS LLC

WIPFLI FINANCIAL ADVISORS, LLC

WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ZACHARY FINANCIAL CONSULTANTS LLC

Contact information

Documents

Red Flags

Company Information

ZACHARY FINANCIAL CONSULTANTS LLC

TRUST BUT VERIFY

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