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ZG

Zachary Grodzki

ORLANDO, FL
Some features on this profile are disabled
CRD#: 7978515
ZG
Zachary Grodzki

Professional summary

Zachary Grodzki, who also goes by Zachary Alexander Grodzki, was a registered financial advisor .

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Zachary had worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Zachary Alexander Grodzki

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.
Sole Proprietor; Inv Rel; Orlando, FL; Ins Sales and Services; Ins Agent; Start10/2025; minimal time spent in this practice.

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

Current

July 29, 2026 - Present

ORLANDO, FL
Past

July 23, 2025 - March 31, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ORLANDO, FL
Past

June 30, 2025 - March 31, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ORLANDO, FL
Past

February 20, 2025 - June 19, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Orlando, FL

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
(7/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/21/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/3/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/20/2024
Securities Industry Essentials Examination

Current firm

No current employment

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

No current employment

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