Zachary Weaver is a CFP, ChFC-designated registered investment advisor, based in Rockville, MD, with 7 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Rockville, MD
Get directionsHistory
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
Xml Securities
March 2025 - Present · 1 yr 7 mos
Xml Financial Group
March 2025 - Present · 1 yr 7 mos
Xml SecuritiesBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Eagle Strategies LLC
May 2023 - March 2025 · 1 yr 10 mos
Nylife Securities LLCBroker
April 2023 - March 2025 · 1 yr 11 mos
Park Avenue Securities LLC
January 2021 - June 2022 · 1 yr 5 mos
Park Avenue Securities LLCBroker
January 2021 - June 2022 · 1 yr 5 mos
Northwestern Mutual Investment Services,llc
January 2019 - January 2021 · 2 yrs
Northwestern Mutual Investment Services, LLCBroker
January 2019 - January 2021 · 2 yrs
Ameriprise Financial Services, INC.Broker
July 2018 - October 2018 · 3 mos
State Registrations23 states
ALCACODCDEFLGAINKYMDNCNJNMNVNYOHORPATNTXVAVTWA
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.
More Advisors
- Sean Lydon, PFSCetera Investment Advisers LLC
- Clark Kendall, CFA, CFPKendall Capital Management
- Peyton Randolph, CFPRaymond James Financial Services Advisors, INC
- Todd Rundle, CFPAlphacore Capital LLC
- Joseph Jacques, CFP, ChFCJacques Advisors, LLC
- Jamie Lapin, CFPRmg Advisors