ZT
Zachary Teutsch
VALUES ADDED FINANCIAL
Washington, DC
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CRD#: 6820430
ZT
Professional summary
Zachary Teutsch, who also goes by Zach Teutsch, is a registered financial advisor currently at VALUES ADDED FINANCIAL located in Washington, District Of Columbia.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach Teutsch
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.
1) Zachary Teutsch; No; 1323 Shepherd St NW Washington, District of Columbia, 20011; I occasionally am compensated for financial education writing or teaching; Solo practitioner; Solo practitioner; Jan 1, 2017; 1; 0.5; writing or editing articles, speaking, and providing financial education; 2) Movement Trust; No; 95 Third Street, 2nd Floor San Francisco, CA, 94103; This trust benefits non-profit�organizations and owns a share of an RIA (Just Futures). The RIA is engaged in advising workplace 401k and 403b accounts. Values Added does not currently provide this service; Trustee of a trust that owns part of the business; Trustee; May 1, 2025; 5; 5; The Movement Trust will have a duty to vote shares and conduct other governance as a part-owner of the RIA but will generally distribute all monies received. 3) CNBC; Non-investment related; 900 Sylvan Avenue, Englewood Cliffs, NJ 07632; Provides business content and real-time financial market coverage through on-air and online written channels.; Member, Advisor Council; Start Date August 27, 2025; 0-5 business hours per month; 0-5 business hours per month during trading hours; The CNBC Advisor Council is a group of industry leaders who share insights with the network and occasionally participate in events, written stories and on-air segments. They may contribute pieces that CNBC publishes.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Teutsch'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
July 11, 2017 - Present
VALUES ADDED FINANCIAL
RIA
CRD#: 288912
Washington, DC
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".
VA
VALUES ADDED FINANCIAL
VALUES ADDED | VALUES ADDED FINANCIAL LLC | VALUES ADDED FINANCIAL
CRD#: 288912 / SEC#: 801-122265
RIA
Registered Investment Advisory firm - (9/3/2021 Approved)District of Columbia
Registered Investment Advisory firm - (9/13/2021 Terminated)Maryland
Registered Investment Advisory firm - (9/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (9/13/2021 Terminated)New York
Registered Investment Advisory firm - (9/13/2021 Terminated)Texas
Registered Investment Advisory firm - (9/13/2021 Terminated)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
District of Columbia(7/11/2017)
Current Firm
VA
VALUES ADDED FINANCIAL
VALUES ADDED | VALUES ADDED FINANCIAL LLC | VALUES ADDED FINANCIAL
CRD#: 288912 / SEC#: 801-122265
RIA
Registered Investment Advisory firm - (9/3/2021 Approved)District of Columbia
Registered Investment Advisory firm - (9/13/2021 Terminated)Maryland
Registered Investment Advisory firm - (9/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (9/13/2021 Terminated)New York
Registered Investment Advisory firm - (9/13/2021 Terminated)Texas
Registered Investment Advisory firm - (9/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Washington, DC
Mailing Address
Phone number
(202) 599-0915
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 398 |
| AUM (Assets Under Management) | $ 234,246,198 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
