Zachary T Yaklin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 10/2016
  Deutsche Bank National Trust Company
  Los Angeles, CA
• 06/2012 → 10/2016
  Deutsche Bank Securities Inc
  Los Angeles, CA
• 02/2017 → 01/2021
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 10/2016 → 02/2017
  Unemployed
  Newport Beach, CA
• 01/2021 → Present
  Raymond James Financial Services, Inc
  Grosse Point, MI
• 01/2021 → Present
  Raymond James Financial Advisers
  Grosse Point, MI
• 03/2021 → Present
  Zty Llc
  Grosse Pointe, MI

Previous Registrations

• 2017-02-09 → 2021-01-13
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  Irvine, CA

Other Businesses

(1)Name of Business: BOOK CADILLAC 2806 LLC Address: 6966 Logan ln, Traverse City, MI, 49686, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% owner of condo rental unit (2)Name of Business: FORT SHELBY 21E LLC Address: 6966 Logan Ln, Traverse City, MI, 49686, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/05/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental property responsibilities include paying taxes, hiring property manager, etc. (3)Name of Business: Forton Street Homes Address: 6966 Logan Ln, Traverse City, MI, 49686, United States Activity Type: Rental Real Estate Position/Title: Officer - President, Partner Investment Related: Yes Start Date: 12/23/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage single family rentals (4)Name of Business: FSH DE LLC Address: 6966 Logan Ln, Traverse City, MI, 49686, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 10/10/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage single family rentals (5)Name of Business: FSH Detroit, LLC Address: 6966 Logan Ln, Traverse city, MI, 49686, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 09/21/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage single family rentals (6)Name of Business: JayBirds Chicken Address: 3989 Mistral Drive, Huntington Beach, CA, 92649, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 03/04/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (7)Name of Business: Kai HB Hold Co LLC Address: 6966 Logan Ln, Traverse City, MI, 49686, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/19/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NA (8)Name of Business: New Baltimore Baker Building Address: 6966 Logan Ln, Traverse City, MI, 49686, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor, Officer - President Investment Related: Yes Start Date: 12/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage development of mixed use commercial building (9)Name of Business: ZTY LLC Address: 17266 Mack Ave Ste A, Grosse Pointe, MI, 48230, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SUPPORT COMPANY

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-21
• S63 Uniform Securities Agent State Law Examination
  2014-05-29

Other Names

• Zachary T Yaklin