Zachary BrodyCRD 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
Altium Wealth Management LLC
|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|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VI, VT, WA, WI, WV
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