Zachary Musgrave, financial advisor Burlington VT
89 score

Zachary Musgrave

CRD Number: 6165657
Current Firm: Raymond James Financial Services Advisors, Inc.

Zachary Musgrave (CRD# 6165657) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has over 2 years of experience in the finance industry.

Similar Advisors
Joshua Parker, financial advisor Burlington VT
Joshua G. Parker
CRD# 4297169
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
98
Similar Advisors
James Antell, financial advisor Burlington VT
James B. Antell
CRD# 1518382
Lpl Financial LLC
Score
96
Similar Advisors
Mark Aridgides, financial advisor Burlington VT
Mark D. Aridgides
CRD# 4216957
Nfp Advisor Services, LLC
Score
96
Company Name Location Dates Years
Advisors In Financial Planning Burlington, VT Jan 2014 - Current 2
Raymond James Financial Services Advisors Inc. Burlington, VT Jan 2014 - Current 2
Raymond James Financial Services, Inc. Burlington, VT Aug 2013 - Current 3
Hickok & Boardman Financial Planning & Hr Intelligence Burlington, VT Feb 2013 - Current 3
Raymond James Financial Services, Inc. Burlington, VT Feb 2013 - Aug 2013 < 1
St. Michael's College Colchester, VT Aug 2009 - May 2013 3
E & R Laundry Services Manchester, NH Dec 2010 - Jan 2013 2
Nh Liquor Commission Bedford, NH Jun 2011 - Dec 2012 1
Burlington Country Club Burlington, VT Apr 2012 - Nov 2012 < 1
St. Michael's College Colchester, VT Aug 2010 - May 2011 < 1
Nh Liquor Commission Hooksett, NH Jun 2010 - Aug 2010 < 1
Kimball Union Academy Meriden, NH Aug 2008 - May 2009 < 1
Bishop Guertin High School Nashua, NH Aug 2006 - Jun 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Zachary T. Musgrave
Phone Number: 727-567-5877
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Zachary Musgrave and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.