Zachary Conway is a registered investment advisor at Seeds, based in Parsippany, NJ, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 544 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable. Seeds may also offer its services for a fixed fee.
Fee Estimator
Location
4 Campus Drive, Parsippany, NJ, 07054
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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 ActivitiesSells Insurance
Zachary offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company. He also contributes to Forbes online, writing personal finance content, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Seeds
Summit Financial, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
State Registrations3 states
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.