Zachary Maxwell (CRD# 6258293) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 9 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird | New Hartford, WI | Dec 2018 - Current | 5 |
| M. Griffith Investment Services, Inc. | New Hartford, NY | Sep 2013 - Dec 2018 | 5 |
| United Cerebrel Palsy | Utica, NY | Aug 2009 - Jun 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- CA
- FL
- NY
- TX
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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