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Zachary Mann

1 Year of Experience
Denver, CO
Broker

Zachary Mann is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 1 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

4643 South Ulster Street, Suite 1350, Denver, CO, 80237

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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 listed as a non-active employee and child of the President & CEO at Capital Design, Inc., a direct-mail promotional marketing company, since May 2014. He has no current or expected future responsibilities and dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2024 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKPARISCSDUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.