Zachary MaxwellCRD Number: 6258293
Current Firm: M. Griffith Investment Services, Inc.
Zachary Maxwell (CRD# 6258293) is an Investment Advisor Representative working at M. Griffith Investment Services, Inc. in New Hartford, NY and has over 3 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Cadaret Grant & Co Inc.
M. Griffith Investment Services, Inc.
|M. Griffith Investment Services, Inc.||New Hartford, NY||Sep 2013 - Current||4|
|United Cerebrel Palsy||Utica, NY||Aug 2009 - Current||8|
|Youth Empowerment Company||Utica, NY||May 2007 - Sep 2013||6|
|West Canada Valley School||Newport, NY||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management1,141MILLIONS
Total Number of Accounts2,420ACCOUNTS
Average Account Value$471,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV