Zynergy Retirement Planning

Zynergy Retirement Planning (CRD# 143861) is a financial advisory firm headquartered in Red Bank, NJ. They manage $122,364,589 in 576 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10 Nj-35, Red Bank, NJ 07701
http://www.zynergyretirement.com
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $212,439
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
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.

NJ, NY

Financial Advisors at Zynergy Retirement Planning
Showing 1 - 3 of 3 top financial advisors.
1
William Gallagher, financial advisor Red Bank NJ
William F. Gallagher
CRD#: 4520337
10 Nj-35, Red Bank, NJ 07701

William Gallagher (CRD# 4520337) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has over 20 years of experience in the finance industry. William Gallagher 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.

2
Lauren Russo, financial advisor Hazlet NJ
Lauren F. Russo
CRD#: 6852835
Hazlet, NJ

Lauren Russo (CRD# 6852835) is an Investment Advisor Representative working at Zynergy Retirement Planning in Hazlet, NJ and has 1 year of experience in the finance industry. Lauren Russo 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.

3
Ryan Zacharczyk, financial advisor Red Bank NJ
Ryan P. Zacharczyk
CRD#: 4587387
10 Nj-35, Red Bank, NJ 07701

Ryan Zacharczyk (CRD# 4587387) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has 1 year of experience in the finance industry. Ryan Zacharczyk 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals