Zynergy Retirement Planning

Zynergy Retirement Planning (CRD# 143861) is a financial advisory firm headquartered in Red Bank, NJ. They manage $131,013,995 in 596 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
10 Nj-35, Red Bank, NJ 07701
http://www.zynergyretirement.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $219,822
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, TX

Financial Advisors at Zynergy Retirement Planning
Showing 1 - 4 of 4 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 21 years of experience in the finance industry.

2
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.

3
Grace Gallagher, financial advisor Red Bank NJ
Grace E. Gallagher
CRD#: 7819348
10 Nj-35, Red Bank, NJ 07701

Grace Gallagher (CRD# 7819348) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has 1 year of experience in the finance industry.

4
Michela Zacharczyk, financial advisor Red Bank NJ
Michela M. Zacharczyk
CRD#: 7819349
10 Nj-35, Red Bank, NJ 07701

Michela Zacharczyk (CRD# 7819349) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has 1 year of experience in the finance industry.

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. 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

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