Zachary Berg is a CFP-designated registered investment advisor, based in Kennesaw, GA, with 15 years of industry experience.
Location
125 Townpark Drive, Suite 300, Kennesaw, GA, 30144
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Regulatory History
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 →Other Business Activities
Zachary is on the board of directors for Take Stock in Children Palm Beach County, dedicating minimal time to this activity. He is also a limited partner in two restaurant/bar businesses, 123 Datura, LLC and 257 Restaurant LLC, but spends no time on these ventures.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
State Registrations24 states
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