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ZM

Zachary D. Mohr

JOURNEY STRATEGIC WEALTH LLC
West Palm Beach, FL
Some features on this profile are disabled
CRD#: 8016152
ZM

Professional summary

Zachary Daniel Mohr is a registered financial advisor currently at JOURNEY STRATEGIC WEALTH LLC located in West Palm Beach, Florida.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zachary has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

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.
Pine Tree Golf Club - golf clubs sold on appointment-only basis. Compensated an hourly wage plus a commission on any golf clubs sold. This is infrequent and occurs only a few times per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Daniel Mohr's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 20, 2024 - Present

JOURNEY STRATEGIC WEALTH LLC

RIA
CRD#: 310648
West Palm Beach, FL

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".
JS
JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA
Registered Investment Advisory firm - (12/7/2020 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
(12/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/11/2024
Securities Industry Essentials Examination

Current Firm

JS
JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA
Registered Investment Advisory firm - (12/7/2020 Approved)
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Contact information

Main Address
47 Maple Street Suite 104, Summit, NJ 07901
Mailing Address
Phone number
(201) 905-0070
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JOURNEY STRATEGIC WEALTH, LLC DISCLOSURE BROCHURE & PRIVACY POLICY (9/10/2025)

Regulatory assets under management

Total Number of Accounts3,304
AUM (Assets Under Management)$ 3,764,311,936

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

JOURNEY STRATEGIC WEALTH LLC

CRD#: 310648West Palm Beach, FL

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