Zachary Harrington (CRD# 6199685) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rise Advisors, LLC | Rochester, NY | Jul 2020 - Current | 3 |
| Northlanding Financial Partners, LLC | Rochester, NY | Dec 2017 - Current | 6 |
| High Falls Advisors, Inc. | Rochester, NY | Jun 2014 - Dec 2017 | 3 |
| Unemployed | Rochester, NY | Feb 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
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Total Assets Under Management250MILLIONS
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$216,910
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NC, NY, PA, TX
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