ZR
Zachariah L. Robinson
EAGLE STRATEGIES LLC
MOUNTLAKE TERRACE, WA
Some features on this profile are disabled
CRD#: 6424260
ZR
Professional summary
Zachariah Leslie Robinson, who also goes by Zach Robinson, Zachariah Robinson, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Mountlake Terrace, Washington and NYLIFE SECURITIES LLC located in Mountlake Terrace, Washington.
Zachariah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Zachariah has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach Robinson | Zachariah Robinson
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.
[Freelance Theatre Director; Direct a theatre production for a community theatre; 950 Main St, Edmonds, WA 98020; Start Date 11/2018; Role/Title: Independent Contractor; Not Investment Related; 32 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 10885 NE 4th St #1400 Bellevue, Wa 98004; Start Date 05/2019; Role/Title: Independent Contractor; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with New York Life; 51 Madison Ave New York, NY 10010; Start Date 01/2024; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Zachariah Leslie Robinson'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 2, 2022 - Present
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
MOUNTLAKE TERRACE, WA
Current
June 9, 2015 - Present
NYLIFE SECURITIES LLC
Office #1: 21407 44th Avenue W, Mountlake Terrace, WA 98043BD
CRD#: 5167
Mountlake Terrace, WA
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".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 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
Arizona(2/11/2022)
RR
California(8/19/2015)
RR
Florida(1/9/2023)
RR
Idaho(2/11/2025)
RR
Michigan(8/16/2024)
RR
Nevada(8/27/2019)
RR
North Carolina(5/20/2021)
RR
Ohio(9/27/2024)
RR
Oregon(8/14/2019)
RR
South Carolina(8/25/2020)
RR
South Dakota(5/5/2025)
RR
Texas(12/2/2022)
IAR
Texas(12/7/2022)
RR
Utah(10/27/2015)
RR
Washington(8/5/2015)
IAR
Washington(8/2/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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.
