Zachary Hubbard

SARGENT INVESTMENT GROUP

Bethesda, MD 20814

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CRD#: 6284209

Professional summary

Zachary Hubbard, CFP®, who also goes by Zachary Scott Hubbard, is a registered financial advisor currently at SARGENT INVESTMENT GROUP located in Bethesda, Maryland.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Zachary has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Employee and Employer Plan Ben...

Investment Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Zachary Scott Hubbard

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 Hubbard'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 5, 2025 - Present

SARGENT INVESTMENT GROUP

Office #1: 4920 Elm Street Suite 305, Bethesda, MD 20814

RIA

CRD#: 297499

Bethesda, MD

Past

May 4, 2020 - February 28, 2025

GREENSPRING ADVISORS, LLC

RIA

CRD#: 132669

TOWSON, MD

Past

January 12, 2016 - May 13, 2020

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HUNT VALLEY, MD

Past

January 12, 2016 - May 13, 2020

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HUNT VALLEY, MD

Past

June 15, 2015 - January 15, 2016

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBIA, MD

Past

June 15, 2015 - January 15, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBIA, MD

Past

December 1, 2014 - June 24, 2015

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HUNT VALLEY, MD

Past

September 8, 2014 - June 24, 2015

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HUNT VALLEY, 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".

SARGENT INVESTMENT GROUP

MOSELEY INVESTMENTS, LLC | SARGENT INVESTMENT GROUP, LLC | SARGENT INVESTMENT GROUP

CRD#: 297499 / SEC#: 801-113542

RIA

Registered Investment Advisory firm - (7/6/2018 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
(3/5/2025)

IAR

Texas
(3/5/2025)

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: 12/1/2014

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: 9/8/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/14/2015

General Securities Principal Examination

Current Firm

SARGENT INVESTMENT GROUP

MOSELEY INVESTMENTS, LLC | SARGENT INVESTMENT GROUP, LLC | SARGENT INVESTMENT GROUP

CRD#: 297499 / SEC#: 801-113542

RIA

Registered Investment Advisory firm - (7/6/2018 Approved)

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Contact information

Main Address

4920 Elm Street Suite 305, Bethesda, MD 20814

Mailing Address

Phone number

(202) 580-6400

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

FIRM DISCLOSURE BROCHURE 2A (2/13/2026)

Regulatory assets under management

Total Number of Accounts	1,381
AUM (Assets Under Management)	$ 1,475,799,413

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Zachary Hubbard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SARGENT INVESTMENT GROUP

GREENSPRING ADVISORS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

SARGENT INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2014

Series 24

Date: 8/14/2015

Current Firm

SARGENT INVESTMENT GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SARGENT INVESTMENT GROUP

TRUST BUT VERIFY

Contact information

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