ZL
ZL

Zachary Leander

7 Years of Experience
Saint Petersburg, FL
Broker

Zachary Leander is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Other Business Activities

Zachary is involved with Highpoint Wealth Management, Inc. as a DBA/Support Company Advisor since April 2024, but dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Tastytrade, INC.Broker
October 2020 - April 2024 · 3 yrs 6 mos
Equitable Distributors, LLCBroker
August 2018 - October 2020 · 2 yrs 2 mos
State Registrations31 states
AKAZCACOCTFLGAIDILINKSLAMAMDMOMTNCNJNVNYOKORPASCTXUTVAVTWAWIWY
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 Leander - Financial Advisor | TrueAdvisor