Zachery P. Boskovich

ASCENT CAPITAL

Bend, OR 97702

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CRD#: 6321500

Professional summary

Zachery Paul Boskovich, CFP® is a registered financial advisor currently at ASCENT CAPITAL located in Bend, Oregon.

Zachery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Zachery has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Zachery Paul Boskovich'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: 2016

Experience

Current

September 20, 2016 - Present

ASCENT CAPITAL

Office #1: 395 Sw Bluff Drive Ste 200, Bend, OR 97702

RIA

CRD#: 131423

Bend, OR

Past

July 28, 2015 - August 1, 2016

WASHINGTON TRUST ADVISORS

RIA

CRD#: 110407

WELLESLEY, MA

Past

April 21, 2014 - August 1, 2016

WESTON SECURITIES CORPORATION

CRD#: 15743

WELLESLEY, MA

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".

ASCENT CAPITAL

ASCENT CAPITAL | ASCENT YOUR FINANCIAL GUIDE. | ASCENT CAPITAL MANAGEMENT, LLC | ASCENT CAPITAL MANAGEMENT

CRD#: 131423 / SEC#: 801-63211

RIA

Registered Investment Advisory firm - (6/1/2004 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

California
(9/20/2016)

IAR

Oregon
(9/20/2016)

IAR

Texas
(3/28/2024)

IAR

Washington
(3/28/2024)

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: 12/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/2014

General Securities Representative Examination

Current Firm

ASCENT CAPITAL

ASCENT CAPITAL | ASCENT YOUR FINANCIAL GUIDE. | ASCENT CAPITAL MANAGEMENT, LLC | ASCENT CAPITAL MANAGEMENT

CRD#: 131423 / SEC#: 801-63211

RIA

Registered Investment Advisory firm - (6/1/2004 Approved)

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Contact information

Main Address

395 Sw Bluff Drive Ste 200, Bend, OR 97702

Mailing Address

Phone number

(541) 382-4847

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250310 FORM ADV PART 2 - ASCENT CAPITAL MANAGEMENT LLC (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,205
AUM (Assets Under Management)	$ 445,577,662

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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Zachery P. Boskovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachery Paul Boskovich's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENT CAPITAL

WASHINGTON TRUST ADVISORS

WESTON SECURITIES CORPORATION

Primary Firm SEC Registration

ASCENT CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2014

SIE

Date: 8/1/2016

Series 7

Date: 4/21/2014

Current Firm

ASCENT CAPITAL

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCENT CAPITAL

TRUST BUT VERIFY

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