ZS
ZS

Zachary Schoen

2 Years of Experience
Greenville, SC
Broker

Zachary Schoen is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, SC, with 2 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
Loading...

Location

112 Haywood Road, Greenville, SC, 29607

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 an artist selling acrylic paintings since 2021, dedicating minimal time to this hobby. He also volunteers at Resurrection Presbyterian Church, setting up and breaking down chairs, which also takes minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2024 - Present · 2 yrs 3 mos
State Registrations20 states
ALCACOFLGAIDILKSKYMAMSNCNYOHORSCTNTXVAWA
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.