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Ryan Patrick Zacharczyk

Zynergy Retirement Planning

Red Bank, NJ

CRD 4587387

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Employer firm

Zynergy Retirement Planning CRD 143861

$173M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX SERVICES

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

Current Employers
Zynergy Retirement Planning

10 Nj-35, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2024-06-21
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2024-06-21

Branch Locations

10 Nj-35, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zynergy Retirement Planning, Llc. Red Bank NJ 01/2007 Present
  • 01/2007 → Present
    Zynergy Retirement Planning, Llc.
    Red Bank, NJ
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC

Nearby Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan

Nearby Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ

More in Red Bank, NJ

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