Zachary I. Slabotsky
KESTRA ADVISORY SERVICES
Troy, MI 48098
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CRD#: 6575829
Professional summary
Zachary Isaac Slabotsky, CFP®, who also goes by Zack Slabotsky, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Troy, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Troy, Michigan.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Zachary has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zack Slabotsky
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.
Business Name: SOCIETY FOR LIFETIME PLANNING POS: Registered Rep NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2017 ADDRESS: 1111 W Long Lake Rd, Ste 300, Troy MI 48098 DESC: I am a registered rep serving as financial advisor to clients. Business Name: KESTRA ADVISORY SERVICES, LLC (KAS) POS: Registered Rep NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 05/05/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735 DESC: I am a registered rep. This is the entity through which I provide advisory services to clients. Business Name: FIXED INSURANCE POS: Agent NOB: Insurance INV REL: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2020 ADDRESS: 1111 W Long Lake Rd, Ste 300, Troy MI 48098 DESC: Insurance agent, term life & fixed annuities. Business Name: JFMD FINANCE COMMITTEE POS: Finance Committee member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 09/11/2024 ADDRESS: 6735 Telegraph Rd, Bloomfield Hills MI 48301 DESC: Partake in discussions and offer recommendations related to budget, resource allocation, staff salaries, and other finance matter that confront the organization. Business Name: KNOLLWOOD COUNTRY CLUB - BOARD MEMBER POS: Board Member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 09/28/2024 ADDRESS: 5050 W Maple Rd, West Bloomfield MI 48302 DESC: I serve on the Board of Directors. Responsible for leading the club, providing strategic decisions, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Isaac Slabotsky'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: 2018
Experience
Current
May 5, 2022 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1111 W Long Lake Rd Ste 300, Troy, MI 48098RIA
CRD#: 283330
Troy, MI
Current
May 5, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1111 W Long Lake Rd Suite 300, Troy, MI 48098BD
CRD#: 42046
Troy, MI
Past
February 14, 2018 - May 13, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
TROY, MI
Past
February 14, 2018 - May 13, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
TROY, MI
Past
September 11, 2017 - February 14, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
TROY, MI
Past
September 11, 2017 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
TROY, MI
Past
March 24, 2016 - August 9, 2017
DIMENSIONAL FUND ADVISORS LP
RIA
CRD#: 106482
AUSTIN, TX
Past
November 24, 2015 - August 9, 2017
DFA SECURITIES LLC
BD
CRD#: 10292
AUSTIN, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Alabama(6/23/2023)
RR
Arizona(5/5/2022)
RR
California(5/5/2022)
RR
Connecticut(5/5/2022)
RR
District of Columbia(5/5/2022)
RR
Florida(5/5/2022)
RR
Georgia(10/25/2023)
RR
Hawaii(5/5/2022)
RR
Illinois(5/5/2022)
RR
Indiana(5/25/2023)
RR
Kansas(5/5/2022)
RR
Michigan(5/5/2022)
IAR
Michigan(5/5/2022)
RR
Missouri(5/5/2022)
RR
New Jersey(10/2/2023)
RR
New Mexico(5/16/2022)
RR
New York(5/5/2022)
RR
Oregon(6/24/2025)
RR
Texas(5/5/2022)
IAR
Texas(5/5/2022)
RR
Virginia(3/29/2023)
RR
Washington(5/5/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
