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).
Total Assets Under Management3MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$189,382
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.