Zachary Neward is a CFA, CFP-designated registered investment advisor, based in Tampa, FL, with 20 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 North Tampa Street, Tampa, FL, 33602
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
March 2024 - Present · 2 yrs 7 mos
Cibc World Markets CORP.
March 2024 - Present · 2 yrs 7 mos
Cibc World Markets CORP.Broker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Alliancebernstein L.P.
August 2007 - April 2024 · 16 yrs 8 mos
Sanford C. Bernstein & CO., LLCBroker
August 2007 - March 2024 · 16 yrs 7 mos
Wells Fargo Investments, LLC
March 2006 - April 2007 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
March 2006 - April 2007 · 1 yr 1 mo
State Registrations2 states
FLNY
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.
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