ZS
ZS

Zachary Scott

37 Years of Experience
Arlington, TX
4 DisclosuresBroker

Zachary Scott is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Arlington, TX, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1301 S. Bowen Road, Suite 455, Arlington, TX, 76013

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2006
Settled
Customer Dispute
June 2004
Settled
Customer Dispute
January 2004
Denied
Customer Dispute
May 2002
Denied
Other Business Activities

Zachary is an independent contractor and branch manager/owner of ZCS Wealth Management since 2021. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2021 - Present · 4 yrs 5 mos
Raymond James Financial Services Advisors, INC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
November 2002 - December 2021 · 19 yrs 1 mo
Raymond James & Associates, INC.Broker
October 2002 - December 2021 · 19 yrs 2 mos
Prudential Securities Incorporated
September 1994 - October 2002 · 8 yrs 1 mo
Prudential Securities IncorporatedBroker
September 1994 - October 2002 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1989 - September 1994 · 5 yrs 7 mos
State Registrations22 states
ALAZCACOCTFLGAHIIAILKSKYMNMONCNMNYOKPASDTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Zachary Scott - Financial Advisor | TrueAdvisor