ZB
Zackery E. Benjamin
KESTRA ADVISORY SERVICES
Vestavia Hills, AL 35243
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CRD#: 6287775
ZB
Professional summary
Zackery Evan Benjamin, who also goes by Zackery E Benjamin, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Vestavia Hills, Alabama and KESTRA INVESTMENT SERVICES, LLC located in Vestavia, Alabama.
Zackery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Zackery has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zackery E Benjamin
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.
Name: THE BENJAMIN GROUP POSITION: FA NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2017 ADDRESS: 4924 Cahaba River Road, Vestavia Hills AL 35243, United States DESCRIPTION: Run general day to day business operations Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: THE BENJAMIN GROUP POSITION: FA NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2017 ADDRESS: 4924 Cahaba River Road, Vestavia Hills AL 35243, United States DESCRIPTION: Run general day to day business operations
CRS (Client Relationship Summary) - RIA
Click below to view Zackery Evan Benjamin'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®
NoneExperience
Current
August 4, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 4924 Cahaba River Road, Vestavia Hills, AL 35243RIA
CRD#: 283330
Vestavia Hills, AL
Current
August 4, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4924 Cahaba River Road, Vestavia, AL 35243BD
CRD#: 42046
Vestavia, AL
Past
August 31, 2018 - August 7, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Vestavia Hills, AL
Past
April 9, 2018 - August 7, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Vestavia Hills, AL
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
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
RR
Alabama(8/4/2025)
IAR
Alabama(8/4/2025)
RR
California(8/6/2025)
RR
Florida(8/5/2025)
RR
Georgia(8/4/2025)
RR
Idaho(8/6/2025)
RR
Indiana(8/5/2025)
RR
Louisiana(8/4/2025)
RR
Mississippi(8/4/2025)
RR
New Mexico(8/5/2025)
RR
New York(8/4/2025)
RR
North Carolina(8/7/2025)
RR
Ohio(8/5/2025)
RR
South Carolina(8/6/2025)
RR
South Dakota(8/26/2025)
RR
Tennessee(8/5/2025)
RR
Texas(8/4/2025)
IAR
Texas(8/4/2025)
RR
Vermont(8/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Vestavia Hills, AL 35243TRUST BUT VERIFY
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