Zachary Vasbinder, financial advisor Boca Raton FL

Zachary Vasbinder

CRD Number: 5305072
Current Firm: Charles Schwab & Company, Inc.

Zachary Vasbinder (CRD# 5305072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boca Raton, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade, Inc. Atlanta, GA Jul 2021 - Current 2
Charles Schwab & Company, Inc. Atlanta, GA Apr 2016 - Current 7
Ridgeworth Distributors LLC Atlanta, GA Jul 2014 - Mar 2016 1
Ridgeworth Capital Management, LLC Atlanta, GA Jul 2014 - Mar 2016 1
Fidelity Brokerage Services LLC Cary, NC Jan 2008 - Jun 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Zachary K. Vasbinder
Phone Number: 415-667-7000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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