Zachary Scott Connor-beil
Professional Summary
Zachary Scott Connor-beil, who also goes by Zach Beil, is a registered financial advisor currently at BENCHMARK SECURITIES LLC located in Winter Park, Florida. Zachary is registered as a RR (Registered Representative) and started their career in finance in 2020. Zachary has worked at 1 firm and has passed the Series 63, Series 52TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Zach Beil
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
6 years in the financial services industry
Current & Past Employments
Current
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Current Firm
BENCHMARK SECURITIES LLC | BENCHMARK SECURITIES, LLC
Contact Information
Main Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789Mailing Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789Phone Number
(407) 960-2700Established
Florida since 11/03/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/8/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jul 2021About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Zachary Scott Connor-beil's CRS (Customer Relationship Summary).
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