Zachary Rosenbloom
Zachary Rosenbloom is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gig Harbor, WA, with 28 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
Firm Size
IM Fee
Assets Under Management
Location
3202 Harborview Dr. Nw, Suite A, Gig Harbor, WA, 98335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is involved in several outside business activities, including rental real estate, a support company, and an accounting/CPA business. He is also a partner in ZTM Holdings LLC, which is purchasing a local golf course, and spends about a quarter of his time as a financial advisor in name only for Stewart and Rosenbloom Financial Group, and about a quarter to half of his time preparing tax returns and providing tax consulting.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Bush Polen & Associates INC
State Registrations18 states
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