Zachary Bereznak is a CFA-designated registered investment advisor, based in Omaha, NE, with 6 years of industry experience.
Location
17605 Wright St, Omaha, NE, 68130
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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.
Learn about disclosures →Employment History
Current Registrations
Orion Portfolio Solutions, LLC
February 2026 - Present · 5 mos
Brinker Capital Securities, LLCBroker
February 2026 - Present · 5 mos
Brinker Capital Securities, LLC
February 2026 - Present · 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2025 - January 2026 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2025 - January 2026 · 6 mos
Neuberger Berman Bd LLC
June 2021 - June 2025 · 4 yrs
Neuberger Berman Bd LLCBroker
June 2021 - June 2025 · 4 yrs
Nationwide Fund Distributors LLCBroker
August 2014 - June 2016 · 1 yr 10 mos
State Registrations2 states
NEPA
AdvisorBroker
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.