Zachary Brody, financial advisor White Plains NY
90 score

Zachary Brody

CRD Number: 6108594
Current Firm: Prudential Financial Planning Services

Zachary Brody (CRD# 6108594) is an Investment Advisor Representative working at Prudential Financial Planning Services in White Plains, NY and has over 4 years of experience in the finance industry. Zachary Brody has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Prudential Insurance Company Of America White Plains, NY Apr 2016 - Current < 1
Pruco Securities, LLC White Plains, NY Apr 2016 - Current < 1
Metlife Securities Inc. Shelton, CT Oct 2013 - Apr 2016 2
Unemployed Madison, CT Aug 2013 - Oct 2013 < 1
Axa Advisors, LLC New York, NY Sep 2012 - Aug 2013 < 1
Quinnipiac University Hamden, CT Aug 2010 - Aug 2013 3
Comquest International Madison, CT Nov 2005 - Aug 2012 6
144 Temple Street LLC New Haven, CT Aug 2011 - Jul 2012 < 1
Rini And Associates New Haven, CT Jan 2009 - Jul 2012 3
Outback Furniture Warehouse Waterbury, CT Sep 2009 - Jan 2011 1
Furniture Distributors LLC Waterbury, CT Jan 2009 - Jan 2011 2
Comquest International Security Systems, LLC Madison, CT Jan 2007 - Jan 2010 3
Unemployed Madison, CT Aug 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Zachary Brody
Phone Number: 800-235-7637
Registered State(s):
  • CT
  • NH
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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