Zachary Scott Eidson
Professional Summary
Zachary Scott Eidson, who also goes by Zach Eidson, Zachary Eidson, is a registered financial advisor currently at DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC located in Nashville, Tennessee. Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Zachary has worked at 2 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Zachary Scott Eidson, Zach Eidson, Zachary Eidson
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3102 West End Ave Suite 400, Nashville, TN 37203Phone Number
(615) 324-7825# of Employees
3SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
596AUM (Assets Under Management)
$144,878,543Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(8/31/2017)
(9/15/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2010About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Zachary Scott Eidson's CRS (Customer Relationship Summary).
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