Zachary Lonergan
Zachary Lonergan is a registered investment advisor at Greystone Capital Partners Group LLC, based in Tulsa, OK, with 3 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 60 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greystone Capital Partners offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.05% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.
Location
9315 S Toledo Ave., Ste. A, Tulsa, OK, 74137
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Regulatory History
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 ActivitiesSells Insurance
Zachary is an Investment Advisor Representative (IAR) with Greystone Capital Partners Group/Lonergan Advisors, LLC and a Registered Representative with Purshe Kaplan Sterling Investments, dedicating full-time hours to each. He also works as a fixed insurance agent, spending about a quarter of his time providing insurance advice.
Employment History
Current Registrations
Greystone Capital Partners Group LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Farmers Financial Solutions, LLCBroker
State Registrations6 states
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.