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ZB

Zachary J. Buskey

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CRD#: 6607288
ZB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Zachary Joseph Buskey was a registered financial professional .

Zachary is a previously registered financial professional and started their career in finance in 2016. Zachary had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 20, 2023 - November 29, 2023

MCEVOY FINANCIAL SOLUTIONS LLC

RIA
CRD#: 328097
WATERTOWN, NY
Past

December 21, 2016 - May 18, 2023

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Watertown, NY
Past

June 1, 2016 - May 18, 2023

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
WATERTOWN, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MF
MCEVOY FINANCIAL SOLUTIONS LLC
MCEVOY FINANCIAL SOLUTIONS LLC

CRD#: 328097 / SEC#:

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Contact information


Main Address
1613 State Street, Watertown, NY 13601
Mailing Address
Phone number
(315) 778-9748
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


MCEVOY FINANCIAL SOLUTIONS LLC

CRD#: 328097

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