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Zachary Zanghi

16 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Zachary Zanghi is a registered investment advisor, based in New York, NY, with 16 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold.

Location

1330 Avenue of the Americas, 23rd Floor, New York, NY, 10019

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2012
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Other Business Activities

Zachary is a Senior Partner at Rosefinch Investment Advisors, serving on the company boards, making key business decisions, and providing investment advisory services, dedicating full-time hours. He is also an IAR at Beacon Global Advisor Network, spending about a quarter of his time there.

Employment History
Current Registrations
The Leaders Group, INC.Broker
April 2025 - Present · 1 yr 6 mos
The Leaders Group, INC.
April 2025 - Present · 1 yr 6 mos
Beacon Global Advisor Network, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Brite Advisors USA, INC.
August 2020 - June 2024 · 3 yrs 10 mos
Primary Capital, LLCBroker
January 2018 - May 2020 · 2 yrs 4 mos
Touchstone Advisory, LLC
November 2017 - August 2022 · 4 yrs 9 mos
Devere USA INC.
June 2013 - October 2017 · 4 yrs 4 mos
Citigroup Global Markets INC.
September 2010 - August 2012 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
November 2008 - August 2012 · 3 yrs 9 mos
State Registrations11 states
CODCFLMAMINHNJNYPASCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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