Zachary Fletcher, financial advisor Plymouth Meeting PA

Zachary Fletcher

CRD Number: 5742628
Current Firm: Edelman Financial Engines

Zachary Fletcher (CRD# 5742628) is an Investment Advisor Representative working at Edelman Financial Engines in Plymouth Meeting, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Plymouth Meeting, PA Nov 2016 - Current 7
Tmfs Advisors, LLC East Norriton, PA Apr 2016 - Nov 2016 < 1
Tmfs-philadelphia, LLC East Norriton, PA Oct 2014 - Mar 2016 1
Hartford Funds Distributors, LLC Radnor, PA Nov 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Zachary F. Fletcher
Phone Number: 408-498-6000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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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