Zachary Herlick, financial advisor Menlo Park CA

Zachary Herlick

CRD Number: 5292030
Current Firm: Corient

Zachary Herlick (CRD# 5292030) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 16 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Corient Services LLC Miami, FL Jul 2023 - Current < 1
Corient Menlo Park, CA Jan 2023 - Current 1
Cipw Service Company, LLC Toronto, Jan 2022 - Jul 2023 1
Portola Partners Menlo Park, CA Jan 2020 - Mar 2023 3
Brownson, Rehmus & Foxworth, Inc. Menlo Park, CA Jan 2007 - Dec 2019 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Zachary A. Herlick
Phone Number: (305) 735-2020
Firm Website: https://www.corient.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    94,617
    MILLIONS
  • Total Number of Accounts
    79,738
    ACCOUNTS
  • Average Account Value
    $1,186,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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