ZD
CFP
ZD
CFP

Zachary Donahue

10 Years of Experience
Malvern, PA
Broker

Zachary Donahue is a CFP-designated registered investment advisor, based in Malvern, PA, with 10 years of industry experience.

Location

100 Vanguard Blvd, Malvern, PA, 19355

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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 an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.

Employment History
Current Registrations
Vanguard Marketing Corporation
February 2025 - Present · 1 yr 5 mos
Vanguard Marketing CorporationBroker
February 2025 - Present · 1 yr 5 mos
Vanguard Advisers, INC.
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Vanguard Marketing CorporationBroker
August 2012 - January 2015 · 2 yrs 5 mos
State Registrations2 states
PATX
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.
Zachary Donahue - Financial Advisor | TrueAdvisor