ZG
CFA
ZG
CFA

Zachary Garber

12 Years of Experience
Hunt Valley, MD
Broker

Zachary Garber is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Hunt Valley, MD, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

226 Schilling Cir, Ste 270, Hunt Valley, MD, 21031-8657

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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 is the CEO of Charm City Dreamers LLC, a podcast where he interviews people in Baltimore. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
June 2015 - September 2016 · 1 yr 3 mos
Deutsche Bank Securities INC.Broker
April 2015 - September 2016 · 1 yr 5 mos
Deutsche Bank Securities INC.Broker
August 2011 - May 2013 · 1 yr 9 mos
State Registrations29 states
AKAZCACOCTDCDEFLGAHIILKYMAMDMINCNENJNMNVNYOHORPAPRRITXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.