Zachary Hobby, financial advisor Oldsmar FL

Zachary Hobby

CRD Number: 5723906
Current Firm: Unified Wealth Management LLC

Zachary Hobby (CRD# 5723906) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Dimarco & Associates Cpas Oldsmar, FL Jun 2022 - Current 1
Unified Wealth Managment LLC Oldsmar, FL Nov 2016 - Current 7
Zachary Hobby, LLC Tampa, FL Jun 2010 - Current 13
Mutual Trust Company Of America Securities St. Petersburg, FL Jan 2017 - Jan 2022 5
Various Insurance Carriers For W & R Insurance Agencies Tampa, FL Jun 2010 - Nov 2016 6
Waddell & Reed, Inc. Tampa, FL Oct 2009 - Nov 2016 7
Bni Referral Masters Clearwater, FL Feb 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Zachary P. Hobby
Phone Number: 727-216-8051
Registered State(s):
  • FL
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $102,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX, VA

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