ZD
Zachary J. Davidson
COMPREHENSIVE CAPITAL MANAGEMENT
Mars, PA 16046
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CRD#: 6996123
ZD
Professional summary
Zachary James Davidson is a registered financial advisor currently at COMPREHENSIVE CAPITAL MANAGEMENT, INC. located in Mars, Pennsylvania and APW CAPITAL, INC. located in Mars, Pennsylvania.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Zachary has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1 - Lori A. Hodge, CPA & Associates, PC, Investment related: No, 510 Pittsburgh Street P.O. Box 1170, Mars, Pennsylvania, 16046, , Tax Preparer, 02/01/2017, 25 hours/week from January to April, Prepare Tax Returns 2- Harper & Hodge, Investment related: Yes, 510 Pittsburgh Street, Mars, Pennsylvania, 16046, , Investment Advisor Representative, 02/01/2017, 25hr/week Jan-April / 40+hr/week May-Dec, Pre 06/2019 Admin Assistant - Post 06/2019 RR/IAR 3 - Zachary J. Davidson, Investment related:Yes, 1221 Third Street, Beaver, PA, 15009, Life Insurance License, Insurance Agent, 11/01/2019, 2hrs/week, Life Insurance Sales 4. Davidson Wealth Management, PC, Investment related:Yes, 898 Sunset Circle, Cranberry Township, PA, 16066, Tax filing professional corporation / LLC. The CPA I use has decided that filing sole proprietor was more beneficial than filing thru my PC., Owner, 10/18/2018,
CRS (Client Relationship Summary) - RIA
Click below to view Zachary James Davidson'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
November 1, 2019 - Present
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
Office #1: 183 Scharberry Lane, Mars, PA 16046Office #2: 100 Enterprise Drive Suite 504, Rockaway, NJ 07866RIA
CRD#: 119890
Mars, PA
Current
June 14, 2019 - Present
APW CAPITAL, INC.
Office #1: 183 Scharberry Lane, Mars, PA 16046BD
CRD#: 43814
Mars, 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".
CC
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
AMERIWEALTH MANAGEMENT | WEINGARTEN FINANCIAL GROUP | SENIOR RESOURCES | RETIREMENT TARGETS | OBERLANDER DORFMAN | JFL TOTAL WEALTH MANAGEMENT | INTERNATIONAL FINANCIAL ADVISORY GROUP | HARPER & HODGE | GIL WOOD & ASSOCIATES | EAST MAIN STREET ADVISORS | DMC WEALTH ADVISORS, LLC | COMPREHENSIVE FINANCIAL SERVICES | COMPREHENSIVE CAPITAL MANAGEMENT, INC. | COMPASS-ION ADVISORS LLC | BACK9 RETIREMENT SOLUTIONS | B&D FINANCIAL SERVICES, INC.
CRD#: 119890 / SEC#: 801-61068
RIA
Registered Investment Advisory firm - (4/19/2002 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
California(2/12/2021)
RR
Florida(3/30/2020)
RR
Massachusetts(9/26/2022)
RR
Michigan(1/31/2023)
RR
New Jersey(11/6/2024)
RR
North Carolina(8/6/2025)
RR
Ohio(1/4/2022)
RR
Oregon(7/12/2024)
RR
Pennsylvania(9/3/2019)
IAR
Pennsylvania(11/1/2019)
RR
South Carolina(3/24/2023)
RR
Tennessee(7/23/2025)
RR
Texas(2/22/2022)
RR
Virginia(1/3/2022)
RR
Washington(2/12/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/14/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
AMERIWEALTH MANAGEMENT | WEINGARTEN FINANCIAL GROUP | SENIOR RESOURCES | RETIREMENT TARGETS | OBERLANDER DORFMAN | JFL TOTAL WEALTH MANAGEMENT | INTERNATIONAL FINANCIAL ADVISORY GROUP | HARPER & HODGE | GIL WOOD & ASSOCIATES | EAST MAIN STREET ADVISORS | DMC WEALTH ADVISORS, LLC | COMPREHENSIVE FINANCIAL SERVICES | COMPREHENSIVE CAPITAL MANAGEMENT, INC. | COMPASS-ION ADVISORS LLC | BACK9 RETIREMENT SOLUTIONS | B&D FINANCIAL SERVICES, INC.
CRD#: 119890 / SEC#: 801-61068
RIA
Registered Investment Advisory firm - (4/19/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866
Mailing Address
Phone number
(973) 394-0404
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,105 |
| AUM (Assets Under Management) | $ 71,040,110 |
Red Flags
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