ZP
Zachary Paul
FERMATA ADVISORS
Parker, CO
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CRD#: 6372655
ZP
Professional summary
Zachary Paul, CFP® is a registered financial advisor currently at FERMATA ADVISORS located in Parker, Colorado.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Zachary has worked at 2 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.
Rental Property Type of business: Investment property Clearlake Oaks, CA Start date: 6/1/2017 Owner Hours per week: 4 Hours during trading: 0 No Responsibilities Rental Property Type of business: Rental American Canyon, CA Start date: 4/2/2018 Owner Hours per week: 4 Hours during trading: 0 manage tenants and property Insurance Consulting Investment related: Yes 230 S Hartson St Napa CA Start date: 01/02/2024 Principal Advisor Hours per month during trading hours : 0 Hours per month outside trading hours : 4 Total yearly compensation from the business : 5 Insurance Consulting Short term rental property; Investment related: No 230 S Hartson St Napa CA CA 94559 Start date : 2022-04-08 Rental property Hours per month during trading hours : 0 Hours per month outside trading hours : 2 Total yearly compensation from the business : 10
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Paul'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®
CFP®
Start date: 2019
Experience
Current
October 16, 2020 - Present
FERMATA ADVISORS
RIA
CRD#: 305614
Parker, CO
Past
October 23, 2014 - October 21, 2020
EDWARD JONES
RIA
CRD#: 250
NAPA, CA
Past
September 9, 2014 - October 21, 2020
EDWARD JONES
BD
CRD#: 250
NAPA, CA
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".
FA
FERMATA ADVISORS
FERMATA 401(K) LLC | SONOMA WEALTH ADVISORS, LLC | SONOMA WEALTH ADVISORS | RICH FINANCIAL LLC | RICH FINANCIAL | FERMATA, LLC | FERMATA TAX | FERMATA ADVISORY, LLC | FERMATA ADVISORS, LLC | FERMATA ADVISORS LLC | FERMATA ADVISORS | FERMATA 401K
CRD#: 305614 / SEC#: 801-117411
RIA
Registered Investment Advisory firm - (9/30/2019 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(10/16/2020)
IAR
Colorado(12/15/2023)
IAR
Texas(10/18/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FERMATA ADVISORS
FERMATA 401(K) LLC | SONOMA WEALTH ADVISORS, LLC | SONOMA WEALTH ADVISORS | RICH FINANCIAL LLC | RICH FINANCIAL | FERMATA, LLC | FERMATA TAX | FERMATA ADVISORY, LLC | FERMATA ADVISORS, LLC | FERMATA ADVISORS LLC | FERMATA ADVISORS | FERMATA 401K
CRD#: 305614 / SEC#: 801-117411
RIA
Registered Investment Advisory firm - (9/30/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
539 Broadway Suite A, Sonoma, CA 95476
Mailing Address
Phone number
(707) 938-7414
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,095 |
| AUM (Assets Under Management) | $ 1,145,263,457 |
Red Flags
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