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ZF

Zachary L. Furshman

CONTINUUM ADVISORY
Annapolis, MD 21409
Some features on this profile are disabled
CRD#: 5858345
ZF

Professional summary

Zachary Lee Furshman, who also goes by Zachary L Furshman, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Annapolis, Maryland and OSAIC WEALTH, INC. located in Annapolis, Maryland.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Zachary has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 99 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zachary L Furshman

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) - RIA

Click below to view Zachary Lee Furshman's CRS (Customer Relationship Summary).
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®
None

Experience

Current

October 6, 2021 - Present

CONTINUUM ADVISORY, LLC

Office #1: 810 E College Parkway, Annapolis, MD 21409
RIA
CRD#: 283155
Annapolis, MD
Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 810 E College Parkway, Annapolis, MD 21409
RIA
BD
CRD#: 23131
Annapolis, MD
Past

March 23, 2021 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Annapolis, MD
Past

June 9, 2018 - April 6, 2021

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BALTIMORE, MD
Past

August 10, 2012 - August 21, 2015

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
OWINGS MILLS, MD

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".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT

CRD#: 283155 / SEC#: 801-107439

RIA
Registered Investment Advisory firm - (3/30/2016 Approved)

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
Maryland
(10/6/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/4/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 6/9/2018
Operations Professional Examination
General Industry/Product Exam
RR
Series 6
Date: 8/9/2012
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT

CRD#: 283155 / SEC#: 801-107439

RIA
Registered Investment Advisory firm - (3/30/2016 Approved)
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Contact information

Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR CONTINUUM ADVISORY (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,852
AUM (Assets Under Management)$ 1,417,081,752

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

CONTINUUM ADVISORY, LLC

CRD#: 283155Annapolis, MD 21409

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