Gregory Frank Zaic
Professional Summary
Gregory Frank Zaic, who also goes by Greg Zaic, Gregory Zaic, is a registered financial advisor currently at YOSEMITE EXECUTION PARTNERS INC. located in Lafayette, California. Gregory is registered as a RR (Registered Representative) and started their career in finance in 2025. Gregory has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Zaic, Gregory Zaic
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Years of Experience
2 years in the financial services industry
Current & Past Employments
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Current Firm
SEEDCHANGE EXECUTION SERVICES INC. | YOSEMITE EXECUTION PARTNERS INC.
Contact Information
Main Address
409 Read Dr., Lafayette, CA 94549Mailing Address
409 Read Dr., Lafayette, CA 94549Phone Number
(415) 264-1003Established
Delaware since 05/08/2012Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
State Registrations and Notice Filings
(2/28/2025)
(2/28/2025)
(2/28/2025)
(2/28/2025)
(2/28/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2025About the Series 82TO examSRO Registrations
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
CRS (Client Relationship Summary) - BD
Click below to view Gregory Frank Zaic's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
