Zachary Stewart (CRD# 6809213) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 4 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Capital Advisors | Mount Pleasant, SC | Jun 2022 - Current | 1 |
| Parsonex Securities, Inc. - Parsonex Enterprises, Inc. | Englewood, CO | May 2021 - Current | 2 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Jan 2019 - Apr 2021 | 2 |
| Landrys Restaurants (saltgrass Steakhouse) | Parker, CO | Jun 2018 - Jan 2019 | < 1 |
| Aramark-red Rocks Amphitheater | Morrison, CO | Apr 2018 - Jan 2019 | < 1 |
| N/a | N/a, IN | Aug 2017 - Apr 2018 | < 1 |
| Northwestern Mutual | Louisville, KY | Jun 2017 - Aug 2017 | < 1 |
| N/a | N/a, KY | Mar 2017 - Jun 2017 | < 1 |
| State Farm | Louisville, KY | Jan 2017 - Mar 2017 | < 1 |
| Stock Yards Bank And Trust | Louisville, KY | Oct 2016 - Jan 2017 | < 1 |
| N/a | N/a, KY | Aug 2016 - Oct 2016 | < 1 |
| Vantiv | Louisville, KY | Nov 2015 - Aug 2016 | < 1 |
| University Of Dayton School Of Law | Dayton, OH | Aug 2015 - Oct 2015 | < 1 |
| Tony Boombozz | Louisville, KY | Apr 2015 - Aug 2015 | < 1 |
| University Of Dayton School Of Law | Dayton, OH | Aug 2014 - Apr 2015 | < 1 |
| Under Armour | Simpsonville, KY | Jul 2014 - Aug 2014 | < 1 |
| Aflac | Lexington, KY | May 2014 - Aug 2014 | < 1 |
| Centre College | Danville, KY | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- CO
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Total Assets Under Management152MILLIONS
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Total Number of Accounts487ACCOUNTS
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Average Account Value$311,321
- A percentage of assets under your management
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