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ZR

Zachary W. Robinson

FINANCIAL SYNERGIES
Houston, TX 77027
Some features on this profile are disabled
CRD#: 6404583
ZR

Professional summary

Zachary William Robinson is a registered financial advisor currently at FINANCIAL SYNERGIES located in Houston, Texas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Zachary has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

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 Zachary William Robinson'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

July 28, 2020 - Present

FINANCIAL SYNERGIES

Office #1: 4400 Post Oak Pkwy Suite 200, Houston, TX 77027
RIA
CRD#: 105643
Houston, TX
Past

February 20, 2019 - July 10, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Westlake, TX
Past

February 20, 2019 - July 10, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

September 14, 2017 - January 29, 2019

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
Plano, TX
Past

September 14, 2017 - January 29, 2019

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
Plano, TX
Past

December 17, 2014 - September 13, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FORT WORTH, TX
Past

November 17, 2014 - September 13, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FORT WORTH, TX

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".
FINANCIAL SYNERGIES
FINANCIAL SYNERGIES
FINANCIAL SYNERGIES | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | FINANCIAL SYNERGIES PATHWAY | FINANCIAL SYNERGIES ASSET MANAGEMENT INC | FINANCIAL SYNERGIES ASSET MANAGEMENT

CRD#: 105643 / SEC#: 801-30106

RIA
Registered Investment Advisory firm - (7/30/1987 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
Texas
(7/28/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/17/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/26/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL SYNERGIES
FINANCIAL SYNERGIES
FINANCIAL SYNERGIES | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | FINANCIAL SYNERGIES PATHWAY | FINANCIAL SYNERGIES ASSET MANAGEMENT INC | FINANCIAL SYNERGIES ASSET MANAGEMENT

CRD#: 105643 / SEC#: 801-30106

RIA
Registered Investment Advisory firm - (7/30/1987 Approved)
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Contact information

Main Address
4400 Post Oak Pkwy Suite 200, Houston, TX 77027
Mailing Address
Phone number
(713) 623-6600
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (26 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

FINANCIAL SYNERGIES CURRENT ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts879
AUM (Assets Under Management)$ 1,566,368,236

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

FINANCIAL SYNERGIES

FINANCIAL SYNERGIES

CRD#: 105643Houston, TX 77027

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