ZR
ZR

Zachary Rider

9 Years of Experience
Palm Beach Gardens, FL
Broker

Zachary Rider is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3399 PGA Blvd., Suite 200, Palm Beach Gardens, FL, 33410

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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 Activities

Zachary is a sponsorship committee member for the American Cancer Society. He dedicates a few hours per week to developing sponsorship packets, soliciting donations, and thanking donors.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2017 - Present · 9 yrs 3 mos
State Registrations11 states
ALFLGAINMAMDNCNJNYPAVA
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.
Zachary Rider - Financial Advisor | TrueAdvisor