Zachary Baynum, financial advisor Fort Lauderdale FL
93 score

Zachary Baynum

CRD Number: 5896057
Current Firm: Strategic Advisers, Inc.

Zachary Baynum (CRD# 5896057) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Feb 2011 - Current 5
Spanpro Services Group, LLC Burlington, KY May 2007 - Jan 2011 3
Eastern Kentucky University Richmond, KY Aug 2006 - May 2007 < 1
Unemployed Hebron, KY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Zachary D. Baynum
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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