Zachary Pyers (CRD# 7638138) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delaware Distributors, LP | Philadelphia, PA | Sep 2022 - Current | 1 |
| Macquarie Investment Management Business Trust | Philadelphia, PA | Sep 2022 - Current | 1 |
| N/a | Lewisburg, PA | Jun 2022 - Aug 2022 | < 1 |
| City Year | Philadelphia, PA | Aug 2021 - Jun 2022 | < 1 |
| Songbird Landscapes | Lewisburg, PA | Jun 2021 - Jul 2021 | < 1 |
| N/a | Lewisburg, PA | Apr 2020 - May 2021 | 1 |
| Weis Markets | Lewisburg, PA | Nov 2019 - Apr 2020 | < 1 |
| N/a | Lewisburg, PA | Aug 2019 - Nov 2019 | < 1 |
| The Wireless Experience | Lewisburg, PA | Jan 2019 - Aug 2019 | < 1 |
| N/a | Lewisburg, PA | Nov 2018 - Jan 2019 | < 1 |
| Capstone Logistics | Milton, PA | Sep 2018 - Nov 2018 | < 1 |
| N/a | Lewisburg, PA | Feb 2018 - Sep 2018 | < 1 |
| Panera Bread | Lexington, KY | Jan 2018 - Feb 2018 | < 1 |
| N/a | Lewisburg, PA | Jan 2012 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
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.
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Total Assets Under Management191,884MILLIONS
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Total Number of Accounts407ACCOUNTS
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Average Account Value$471,458,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
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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, VT, WA, WI, WV
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