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ZB

Zachary S. Brown

NORTHBRIDGE FINANCIAL GROUP
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 6302839
ZB

Professional summary

Zachary S Brown, who also goes by Zachary Brown, Zack S Brown, is a registered financial advisor currently at NORTHBRIDGE FINANCIAL GROUP, LLC located in Tampa, Florida and LPL FINANCIAL LLC located in Tampa, Florida.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. 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 Brown | Zack S Brown

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 Brown'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

October 2, 2020 - Present

NORTHBRIDGE FINANCIAL GROUP, LLC

Office #1: 4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607
RIA
CRD#: 310394
TAMPA, FL
Current

March 2, 2018 - Present

LPL FINANCIAL LLC

Office #1: 4300 W. Cypress St. Suite 370, Tampa, FL 33607
RIA
BD
CRD#: 6413
TAMPA, FL
Past

March 5, 2018 - October 28, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

January 4, 2016 - June 15, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Glastonbury, CT
Past

April 7, 2014 - June 15, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Glastonbury, CT

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".
NF
NORTHBRIDGE FINANCIAL GROUP, LLC
NORTHBRIDGE FINANCIAL GROUP, LLC

CRD#: 310394 / SEC#: 801-119466

RIA
Registered Investment Advisory firm - (9/14/2020 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
Colorado
(1/18/2023)
RR
Florida
(3/2/2018)
IAR
Florida
(10/2/2020)
RR
North Carolina
(8/28/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/5/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NORTHBRIDGE FINANCIAL GROUP, LLC
NORTHBRIDGE FINANCIAL GROUP, LLC

CRD#: 310394 / SEC#: 801-119466

RIA
Registered Investment Advisory firm - (9/14/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607
Mailing Address
Phone number
(813) 877-8000
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/13/2025)

Regulatory assets under management

Total Number of Accounts1,200
AUM (Assets Under Management)$ 305,604,820

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.

Company Information

NORTHBRIDGE FINANCIAL GROUP, LLC

CRD#: 310394Tampa, FL 33607

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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