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Zachariah Ingalls

16 Years of Experience
Vienna, VA
3 DisclosuresBroker

Zachariah Ingalls is a registered investment advisor at RBC Capital Markets, LLC, based in Vienna, VA, with 16 years of industry experience. Zachariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

8010 Towers Crescent Drive, 4th Floor, Vienna, VA, 22182

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History

Regulatory History (3)
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.
Financial
October 2023
Final
Financial
September 2023
Final
Financial
August 2016
Final
Other Business Activities

Zachariah is involved in several outside business activities, including the Virginia Defense Force, Loudoun Hills Community Association, and two online retail businesses (PazZing, LLC and Bebecitos, LLC). He dedicates varying amounts of time to these activities, ranging from minimal time to about a quarter of his time for PazZing, LLC.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2020 - Present · 5 yrs 8 mos
RBC Capital Markets, LLC
September 2020 - Present · 5 yrs 8 mos
RBC Capital Markets, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
August 2011 - September 2020 · 9 yrs 1 mo
UBS Financial Services INC.Broker
September 2009 - September 2020 · 11 yrs
State Registrations51 states
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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.