Zachary Bressick (CRD# 6422777) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Santa Rosa, CA | Jan 2022 - Current | 2 |
| Nylife Securities LLC | Santa Rosa, CA | Sep 2016 - Current | 7 |
| New York Life Insurance Company | Santa Rosa, CA | Nov 2014 - Current | 9 |
| Dierk's Parkside Cafe | Santa Rosa, CA | Oct 2008 - Nov 2014 | 6 |
| Santa Rosa Junior College | Santa Rosa, CA | Aug 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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