Zachary Zanghi is the Managing Partner and co-founder of Touchstone Advisory, LLC. In this role, he oversees all aspects of Touchstone Advisory, LLC’s business in addition to providing investment advisory services to clients. Mr. Zanghi has over ten years of comprehensive professional experience in the financial service industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup Global Markets, Inc. In addition to his position at Touchstone Advisory, LLC, he is currently a Managing Director of Primary Capital, LLC, a Brokerage Firm Regulated by FINRA.
Mr. Zanghi provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Mr. Zanghi affiliation with Primary provides his Touchstone clients with a broader range of investment opportunities and allows Mr. Zanghi to service both fee based and commission-based clients.
Mr. Zanghi received his Bachelor of Business Administration (BBA), Finance and Information Technology Degree from the State University of New York, Albany. He has the following Licenses & Designations:
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform Securities Agent State Law
- Series 66 – Uniform Combined State Law
- Licensed Insurance Agent – Life, Accident & Health, Variable Life/Annuities
- Accredited Investment Fiduciary (AIF®).
Zachary is originally from the New York City metro area and currently resides in Long Island, New York with his wife and expecting child.
Feel free to contact Zachary at 646-450-0947 or [email protected]
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brite Advisors Usa, Inc. | New York, NY | Aug 2020 - Current | 3 |
| Touchstone Advisory, LLC | New York, NY | Oct 2017 - Current | 6 |
| Primary Capital, LLC | New York, NY | Jan 2018 - Jun 2020 | 2 |
| Devere Usa Inc. | New York, NY | Nov 2012 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
| S63 | Uniform Securities State Law Examination | Jan 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management468MILLIONS
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Total Number of Accounts755ACCOUNTS
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Average Account Value$620,064
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, CT, FL, GA, ID, IL, KS, LA, MA, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
Touchstone Advisory, LLC is an SEC Registered Investment Advisor (CRD# 288370 / SEC# 801-110510) that provides comprehensive financial planning for global executives and expatriates living in the United States and abroad.
Our commitment is to provide excellent ongoing service and the highest standard of fiduciary advice.
For more information on Touchstone Advisory, LLC – please read our Firm Brochure (ADV Part 2A) and visit our Investment Adviser Public Disclosure website.
Investment Advisory Services are offered through Touchstone Advisory, LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Securities offered through Primary Capital, LLC located at 90 Broad Street, 9th Floor, New York, NY 10004, 212-300-0060. Investment Advisory services offered through Touchstone Advisory. Primary Capital, LLC and Touchstone Advisory are separate entities and are not affiliated.
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