Zachary Schear

FARMERS ASSET MANAGEMENT

Westlake Village, CA 91361

CRD#: 5958762

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Professional summary

Zachary Schear, CFP®, who also goes by Zachary Schear, Zachary Daniel Schear, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Westlake Village, California and FARMERS FINANCIAL SOLUTIONS, LLC located in Westlake Village, California.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Zachary has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Schear | Zachary Daniel Schear

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 Schear'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

December 3, 2025 - Present

FARMERS ASSET MANAGEMENT, LLC

Office #1: 31051 Agoura Rd., Westlake Village, CA 91361

RIA

CRD#: 336230

Westlake Village, CA

Current

March 1, 2017 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 30700 Russell Ranch Road, Office #214, Westlake Village, CA 91362

CRD#: 103863

Westlake Village, CA

Past

August 3, 2011 - February 13, 2017

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

JERSEY CITY, NJ

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/3/2020)

IAR

California
(12/3/2025)

New York
(3/1/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/20/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/2/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/15/2018

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#:

California

Registered Investment Advisory firm - (12/3/2025 Approved)

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Contact information

Main Address

6301 Owensmouth Ave., Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 965-0277

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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Zachary Schear

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FARMERS ASSET MANAGEMENT, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

EQUITABLE DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/20/2011

SIE

Date: 10/1/2018

Series 6

Date: 8/2/2011

Series 26

Date: 10/15/2018

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

FARMERS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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