Zachary William Robinson

Financial Synergies

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningHigh Net Worth

Financial Synergies

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

879 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$1M

Location

4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027

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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.

Employment History

Current Registrations

Financial Synergies

July 2020 - Present · 5 yrs 7 mos

Previous Registrations

Charles Schwab & CO., INC.

February 2019 - July 2020 · 1 yr 5 mos

Charles Schwab & CO., INC.Broker

February 2019 - July 2020 · 1 yr 5 mos

Capital One Investing, LLCBroker

September 2017 - January 2019 · 1 yr 4 mos

Capital One Advisors, LLC

September 2017 - January 2019 · 1 yr 4 mos

Wells Fargo Clearing Services, LLC

December 2014 - September 2017 · 2 yrs 9 mos

Wells Fargo Clearing Services, LLCBroker

November 2014 - September 2017 · 2 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.