Zachary Manheim (CRD# 6833289) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 3 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Inc. | Newburgh, NY | Jun 2021 - Current | 2 |
| Focused Wealth Management | Newburgh, NY | Sep 2017 - Current | 6 |
| New York Life | Windsor, NY | Jul 2017 - Sep 2017 | < 1 |
| Stony Brook University | Stony Brook, NY | Aug 2013 - Jul 2017 | 3 |
| Hannaford Supermarket | Pine Bush, NY | Mar 2012 - Jun 2016 | 4 |
| Stony Brook University | Stony Brook, NY | Jul 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- NY
-
Total Assets Under Management1,184MILLIONS
-
Total Number of Accounts1,980ACCOUNTS
-
Average Account Value$597,801
- 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
- Pension consulting services
AZ, CA, CO, CT, DC, FL, GA, HI, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TX, VA, WA
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