Zachary Bressick, financial advisor Santa Rosa CA

Zachary Bressick

CRD Number: 6422777
Current Firm: Eagle Strategies LLC

Zachary Bressick (CRD# 6422777) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Santa Rosa, CA Jan 2022 - Current < 1
Nylife Securities LLC Santa Rosa, CA Sep 2016 - Current 5
New York Life Insurance Company Santa Rosa, CA Nov 2014 - Current 7
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
Contact Info for Zachary L. Bressick
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,110
    MILLIONS
  • Total Number of Accounts
    84,457
    ACCOUNTS
  • Average Account Value
    $214,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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