Zachary Robinson, financial advisor Houston TX

Zachary Robinson

CRD Number: 6404583
Current Firm: Financial Synergies

Zachary Robinson (CRD# 6404583) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 9 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Financial Synergies Wealth Advisors Houston, TX Jun 2020 - Current 3
Charles Schwab & Company, Inc. Westlake, TX Jan 2019 - Jun 2020 1
Capital One Investing, LLC Plano, TX Sep 2017 - Jan 2019 1
Wells Fargo Clearing Services, LLC Fort Worth, TX Nov 2016 - Sep 2017 < 1
Wells Fargo Bank, Na Fort Worth, TX Apr 2010 - Sep 2017 7
Wells Fargo Advisors, LLC Fort Worth, TX Oct 2014 - Nov 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Zachary W. Robinson
Phone Number: 713-623-6600
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,288
    MILLIONS
  • Total Number of Accounts
    789
    ACCOUNTS
  • Average Account Value
    $1,632,747
Compensation Options
  • A percentage of assets under your management
  • 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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MI, NE, NM, NV, NY, SC, TX

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