Zachary Musgrave
Zachary Musgrave is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, VT, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
346 Shelburne Road, Suite 501, Burlington, VT, 05401
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Zachary is an officer and director for the Cancer Patient Support Foundation, a non-profit organization, dedicating a few hours per week. He is also a partner at Hickok & Boardman Capital Management, spending about 10-20% of his time there.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Hickok & Boardman Capital Management
State Registrations22 states
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