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ZM
CFP
ZM
CFP

Zachary Meyer

Integrity Alliance, LLC
11 Years of Experience
Glastonbury, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Zachary Meyer is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Glastonbury, CT, with 11 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

95 Glastonbury Blvd, Ste. 205, Glastonbury, CT, 06033

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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 ActivitiesSells Insurance

Zachary works as an insurance agent, selling fixed insurance products since 2019. This takes about half of his time, including nearly a third of his time during securities trading hours.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
September 2022 - Present · 4 yrs 1 mo
Integrity Alliance, LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Lincoln InvestmentBroker
January 2020 - September 2022 · 2 yrs 8 mos
Capital Analysts
January 2020 - September 2022 · 2 yrs 8 mos
Lincoln Investment
January 2020 - September 2022 · 2 yrs 8 mos
Bankers Life Advisory Services, INC.
June 2017 - December 2019 · 2 yrs 6 mos
Bankers Life Securities, INC.Broker
May 2016 - December 2019 · 3 yrs 7 mos
Proequities, INC.Broker
June 2015 - May 2016 · 11 mos
State Registrations1 state
CT
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.
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