Zachary S. Hope

INDIVISIBLE PARTNERS

Plano, TX 75034

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CRD#: 5938758

Professional summary

Zachary S Hope, who also goes by Zachary Steven Hope, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Plano, Texas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. 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 Steven Hope

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 S Hope'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

December 11, 2025 - Present

INDIVISIBLE PARTNERS

Office #1: 5850 Granite Parkway Suite 750, Plano, TX 75034

RIA

CRD#: 332431

Plano, TX

Past

June 6, 2019 - December 23, 2025

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

FRISCO, TX

Past

June 6, 2019 - December 23, 2025

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

FRISCO, TX

Past

October 29, 2013 - June 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FRISCO, TX

Past

August 9, 2013 - June 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FRISCO, TX

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".

INDIVISIBLE PARTNERS

CRD#: 332431 / SEC#: 801-131364

RIA

Registered Investment Advisory firm - (11/1/2024 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

Texas
(12/11/2025)

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

State Security Law Exam

IAR

Series 66

Date: 10/24/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2013

General Securities Representative Examination

Current Firm

INDIVISIBLE PARTNERS

CRD#: 332431 / SEC#: 801-131364

RIA

Registered Investment Advisory firm - (11/1/2024 Approved)

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Contact information

Main Address

114 Turner Street, Clearwater, FL 33756

Mailing Address

Phone number

(732) 306-5490

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INDIVISIBLE ADV2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts	2,224
AUM (Assets Under Management)	$ 1,546,665,076

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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Firm Stability Insights

Zachary S. Hope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary S Hope's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INDIVISIBLE PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2013

Current Firm

INDIVISIBLE PARTNERS

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDIVISIBLE PARTNERS

TRUST BUT VERIFY

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