Zachary Taylor LLC

Zachary Taylor LLC (CRD# 159399) is a financial advisory firm headquartered in , . They manage $3,408,880 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $189,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Zachary Taylor LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean J. Connolly
CRD#: 6452215
1436 Second Street, Napa, CA 94559
76
Wealthminder
score

Sean Connolly (CRD# 6452215) is an Investment Advisor Representative working at Zachary Taylor LLC in Napa, CA and has over 2 years of experience in the finance industry.

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