Zachary Tart (CRD# 6147908) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | Chicago, IL | Sep 2019 - Current | 4 |
| Kovitz Securities, LLC | Chicago, IL | Sep 2019 - Nov 2020 | 1 |
| Unemployed | Laguna Hills, CA | Apr 2019 - Sep 2019 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Aliso Viejo, CA | Jul 2017 - Apr 2019 | 1 |
| Homemaker | Laguna Hills, CA | Feb 2017 - Jul 2017 | < 1 |
| Sabal Trust Company | St. Petersburg, FL | Jan 2016 - Feb 2017 | 1 |
| Usaa Financial Planning Services | Tampa, FL | Sep 2013 - Dec 2015 | 2 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Sep 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- CA
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Total Assets Under Management11,291MILLIONS
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Total Number of Accounts11,848ACCOUNTS
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Average Account Value$952,967
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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