ZM
CFP
ZM
CFP

Zachary Mccown

8 Years of Experience
Stamford, CT
Broker

Zachary Mccown is a CFP-designated registered investment advisor, based in Stamford, CT, with 8 years of industry experience.

Location

400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512

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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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Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
July 2022 - Present · 3 yrs 10 mos
Steward Partners Investment Solutions, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Steward Partners Investment Solutions, LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.
July 2020 - July 2022 · 2 yrs
Raymond James & Associates, INC.Broker
July 2020 - July 2022 · 2 yrs
Edward Jones
September 2017 - July 2020 · 2 yrs 10 mos
Edward JonesBroker
August 2017 - July 2020 · 2 yrs 11 mos
State Registrations21 states
AKALAZCACOFLGAILMAMDMOMSMTNCNMOKSDTXVAWAWI
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.