Zachary Zwick
THREE BEARINGS FIDUCIARY ADVISORS
Hampton, NH 03842
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CRD#: 6998612
Professional summary
Zachary Zwick, CFP® is a registered financial advisor currently at THREE BEARINGS FIDUCIARY ADVISORS, INC. located in Hampton, New Hampshire.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Planning
Debt Management
Tax Planning
Budgeting
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Millennials
Real Estate Investments
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Zwick'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®
CFP®
Start date: 2021
Experience
Current
October 22, 2019 - Present
THREE BEARINGS FIDUCIARY ADVISORS, INC.
Office #1: 380 Lafayette Road Unit D, Hampton, NH 03842RIA
CRD#: 283926
Hampton, NH
Past
October 19, 2018 - September 3, 2019
JOHNSON BRUNETTI
RIA
CRD#: 171168
WETHERSFIELD, CT
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".
THREE BEARINGS FIDUCIARY ADVISORS, INC.
BEARING POINT WEALTH PARTNERS | THREE BEARINGS FIDUCIARY ADVISORS, INC. | BEARINGPOINT WEALTH PARTNERS, INC. | BEARINGPOINT WEALTH PARTNERS | BEARING POINT WEALTH PARTNERS, INC.
CRD#: 283926 / SEC#: 801-108079
RIA
Registered Investment Advisory firm - (7/28/2016 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.Highlighted states indicate IAR registrations
IAR
Florida(12/6/2022)
IAR
Maine(10/22/2019)
IAR
Massachusetts(10/22/2019)
IAR
New Hampshire(10/22/2019)
Current Firm
THREE BEARINGS FIDUCIARY ADVISORS, INC.
BEARING POINT WEALTH PARTNERS | THREE BEARINGS FIDUCIARY ADVISORS, INC. | BEARINGPOINT WEALTH PARTNERS, INC. | BEARINGPOINT WEALTH PARTNERS | BEARING POINT WEALTH PARTNERS, INC.
CRD#: 283926 / SEC#: 801-108079
RIA
Registered Investment Advisory firm - (7/28/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
380 Lafayette Road Unit D, Hampton, NH 03842
Mailing Address
Phone number
(603) 926-1775
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 504 |
| AUM (Assets Under Management) | $ 307,580,850 |
Red Flags
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Company Information
THREE BEARINGS FIDUCIARY ADVISORS, INC.
CRD#: 283926Hampton, NH 03842TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
