Zachary Stuart, financial advisor Woodland Hills CA
88 score

Zachary Stuart

CRD Number: 6221269
Current Firm: Axa Advisors, LLC

Zachary Stuart (CRD# 6221269) is an Investment Advisor Representative working at Axa Advisors, LLC in Woodland Hills, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jul 2014 - Current 2
Unemployed Los Angeles, CA Jan 2014 - Jul 2014 < 1
Usc Los Angeles, CA Sep 2008 - Dec 2013 5
Axa Advisors, LLC Woodland Hills, CA Jun 2013 - Sep 2013 < 1
El Niguel Country Club Laguna Niguel, CA Jun 2012 - Aug 2012 < 1
Law Office Of J. Russell Tyler San Clemente, CA Aug 2010 - Aug 2012 2
Law Office Of Saddie Johns Beverly Hills, CA Aug 2011 - Feb 2012 < 1
Ralph's Westchester, CA Jan 2010 - Apr 2010 < 1
Shorecliffs Golf Course San Clemente, CA May 2009 - Aug 2009 < 1
Student San Clemente, CA Sep 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Zachary B. Stuart
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
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
  • Pension consulting services
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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