Zachary S. Drescher

STEWARDSHIP ADVISORS

Mount Joy, PA 17552

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CRD#: 6582494

Professional summary

Zachary Scott Drescher, who also goes by Zachary S Drescher, Zachary S. Drescher, is a registered financial advisor currently at STEWARDSHIP ADVISORS, LLC located in Mount Joy, Pennsylvania.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary S Drescher | Zachary S. Drescher

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 Scott Drescher'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

January 3, 2017 - Present

STEWARDSHIP ADVISORS, LLC

Office #1: 321 W. Main Street, Mount Joy, PA 17552

RIA

CRD#: 277099

Mount Joy, PA

Past

October 14, 2016 - October 26, 2018

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Mount Joy, PA

Past

March 23, 2016 - October 20, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MOUNT JOY, PA

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".

STEWARDSHIP ADVISORS, LLC

CRD#: 277099 / SEC#: 801-108174

RIA

Registered Investment Advisory firm - (7/29/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/3/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(1/3/2017)

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: 8/25/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2016

General Securities Representative Examination

Current Firm

STEWARDSHIP ADVISORS, LLC

CRD#: 277099 / SEC#: 801-108174

RIA

Registered Investment Advisory firm - (7/29/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/3/2016 Terminated)

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Contact information

Main Address

321 W. Main Street, Mount Joy, PA 17552

Mailing Address

Phone number

(717) 492-4787

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STEWARDSHIP ADVISORS FORM ADV PART 2A-APPX 1 WRAP FEE BROCHURE (3/17/2025)

STEWARDSHIP ADVISORS FORM ADV PART 2 - RETIREMENT PLANS (3/17/2025)

STEWARDSHIP ADVISORS FORM ADV PART 2 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,014
AUM (Assets Under Management)	$ 461,547,165

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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Zachary S. Drescher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Scott Drescher's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDSHIP ADVISORS, LLC

PRIVATE CLIENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

STEWARDSHIP ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2016

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2016

Current Firm

STEWARDSHIP ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP ADVISORS, LLC

TRUST BUT VERIFY

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