Zachary Gilman (CRD# 7290813) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Broomfield, CO and has over 2 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Greenwood Village, CO | Mar 2021 - Current | 3 |
| Summit Valet | Centennial, CO | Feb 2021 - Mar 2021 | < 1 |
| Northwestern Mutual Investment Services LLC | Englewood, CO | Nov 2020 - Mar 2021 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2020 - Mar 2021 | < 1 |
| Indian Peaks Golf Course- Seasonal | Lafayette, CO | Mar 2018 - Sep 2020 | 2 |
| University Of Colorado- Boulder | Boulder, CO | Aug 2017 - Jul 2020 | 2 |
| Iempathize | Boulder, CO | Aug 2019 - Jan 2020 | < 1 |
| Kappa Alpha Theta | Boulder, CO | Aug 2018 - May 2019 | < 1 |
| Pasta Jays | Boulder, CO | Aug 2017 - Jun 2018 | < 1 |
| Bemidji State University | Bemidji, MN | Aug 2016 - May 2017 | < 1 |
| South Suburban Golf Course | Centennial, CO | Apr 2015 - Aug 2016 | 1 |
| Arapahoe High School | Centennial, CO | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CO
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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