Zachary Stern (CRD# 7374996) is an Investment Advisor Representative working at Federated Investment Counseling in Pittsburgh, PA and has over 2 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Federated Investment Counseling | Pittsburgh, PA | Nov 2023 - Current | < 1 |
| Federated Global Investment Management Corp. | New York, NY | Nov 2023 - Current | < 1 |
| Mdt Advisers, A Division Of Federated Mdta LLC | Boston, MA | Nov 2023 - Current | < 1 |
| Federated International Securities Corp. | Pittsburgh, PA | Oct 2023 - Current | < 1 |
| Federated Hermes, Inc. | Pittsburgh, PA | Oct 2023 - Current | < 1 |
| Aegis Capital Corp | New York, NY | Jun 2021 - Sep 2023 | 2 |
| Syracuse University | Syracuse, NY | Aug 2017 - Apr 2021 | 3 |
| Millbrook School | Millbrook, NY | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- IL
- NY
- PA
- PR
- TX
-
Total Assets Under Management185,452MILLIONS
-
Total Number of Accounts7,838ACCOUNTS
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Average Account Value$23,660,649
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
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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