Zachary Dunning (CRD# 6909297) is an Investment Advisor Representative working at The Ayco Company, LP in Morristown, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Goldman Sachs & Company LLC | New York, NY | Jan 2021 - Current | 3 |
The Ayco Company, L.p./mercer Allied | Parsippany, NJ | Sep 2019 - Jan 2021 | 1 |
Dana Distributors | Goshen, NY | Jul 2019 - Aug 2019 | < 1 |
Southern New Hampshire University | Manchester, NH | Sep 2015 - May 2019 | 3 |
Northwestern Mutual | Poughkeepsie, NY | May 2018 - Sep 2018 | < 1 |
Mb&l Parking Solutions | Ramsey, NJ | Jun 2014 - Jul 2018 | 4 |
Vineyard Vines | Woodbury, NY | Nov 2014 - Aug 2015 | < 1 |
Cornwall Central High School | New Windsor, NY | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NJ
-
Total Assets Under Management25,870MILLIONS
-
Total Number of Accounts46,004ACCOUNTS
-
Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.