ZH
Zachary P. Hobby
UNIFIED WEALTH MANAGEMENT LLC
Oldsmar, FL 34677
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CRD#: 5723906
ZH
Professional summary
Zachary Powers Hobby, who also goes by Zachary Hobby, is a registered financial advisor currently at UNIFIED WEALTH MANAGEMENT LLC located in Oldsmar, Florida.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zachary Hobby
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.
1) Zachary Hobby is a Director of Operations; DiMarco & Associates CPAs, PA; Investment Related: No; Location: 220 Pine Ave N, STE A, Oldsmar, FL, USA, 34677; Description of the business: CPA firm; Responsibilities Duties: exploring and implementing additional revenue opportunities.; Start date with business: 2022-06-01; Hours per month devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0. 99% of time is spent working on and in Unified Wealth Management and 1% in role at DiMarco & Associates expanding revenue opportunities for the firm. 2) Zachary Hobby is an Agent of Ash Brokerage; Investment related: Yes; Location: 220 Pine Ave N Oldsmar Florida 34677; Description of the business: Insurances marketing organization that allows for the solicitation of annuities (fixed and fixed indexed) and life insurance products to clients and prospective clients; Responsibilities Duties: Insurances marketing organization that allows for the solicitation of annuities (fixed and fixed indexed) and life insurance products to clients and prospective clients; Start date with business: 2023-11-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. 3) Unified Risk Management- Owner; Investment-related; yes; address of the other business; 220 Pine Ave. Oldsmar, FL 34677. Nature of the other business; insurance; Start date of your relationship; 4/14/23. The approximate number of hours/month you devote to the other business; 1. The number of hours you devote to the other business during securities trading hours; 0. No income received at this time. 4) Zachary Hobby LLC- Personal LLC for Zachary and Claire Hobby- consulting; Investment-related; Address of the other business 4974 Turtle Creek Trail Oldsmar, FL 34677; Position; Owner; Start date of your relationship; 7/7/2010 The approximate number of hours/month you devote to the other business; 10; The number of hours you devote to the other business during securities trading hours; 0
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Powers Hobby'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®
NoneExperience
Current
November 16, 2016 - Present
UNIFIED WEALTH MANAGEMENT LLC
Office #1: 220 Pine Avenue N Suite A, Oldsmar, FL 34677RIA
CRD#: 284553
Oldsmar, FL
Past
January 3, 2017 - January 3, 2022
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
BD
CRD#: 8494
ST. PETERSBURG, FL
Past
May 26, 2010 - November 10, 2016
WADDELL & REED
RIA
CRD#: 866
TAMPA, FL
Past
April 16, 2010 - November 10, 2016
WADDELL & REED
BD
CRD#: 866
TAMPA, FL
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".
UW
UNIFIED WEALTH MANAGEMENT LLC
UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC
CRD#: 284553 / SEC#: 801-131522
RIA
Registered Investment Advisory firm - (12/6/2024 Approved)Florida
Registered Investment Advisory firm - (6/19/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/10/2025 Terminated)Texas
Registered Investment Advisory firm - (1/7/2025 Terminated)Virginia
Registered Investment Advisory firm - (1/11/2025 Terminated)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(11/16/2016)
IAR
Texas(10/26/2021)
IAR
Virginia(7/30/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UW
UNIFIED WEALTH MANAGEMENT LLC
UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC
CRD#: 284553 / SEC#: 801-131522
RIA
Registered Investment Advisory firm - (12/6/2024 Approved)Florida
Registered Investment Advisory firm - (6/19/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/10/2025 Terminated)Texas
Registered Investment Advisory firm - (1/7/2025 Terminated)Virginia
Registered Investment Advisory firm - (1/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
220 Pine Avenue N Suite A, Oldsmar, FL 34677
Mailing Address
Phone number
(727) 216-8051
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 913 |
| AUM (Assets Under Management) | $ 113,036,893 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
UNIFIED WEALTH MANAGEMENT LLC
CRD#: 284553Oldsmar, FL 34677TRUST BUT VERIFY
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