ZH
ZH

Zachary Hoyle

16 Years of Experience
Old Greenwich, CT
Broker

Zachary Hoyle is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870

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History

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.

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Other Business Activities

Zachary has 100% ownership of ZNHOYLE DWP, LLC, an investment-related business. He dedicates nearly full-time hours to this activity.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2012 - May 2023 · 11 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2012 - May 2023 · 11 yrs 4 mos
Morgan Stanley Smith Barney LLC
October 2009 - September 2011 · 1 yr 11 mos
Morgan Stanley Smith BarneyBroker
September 2009 - September 2011 · 2 yrs
State Registrations32 states
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AdvisorBrokerBoth

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