Zachary B Messina

Current Employers

Employment History

• 06/2013 → 06/2017
  Invest Financial Corporation
  Northville, MI
• 07/2013 → 01/2022
  Executive Wealth Management
  Northville, MI
• 06/2017 → 12/2022
  Private Client Services Llc
  Louisville, KY
• 04/2022 → Present
  Ewm Tax Solutions, Llc
  Brighton, MI
• 01/2022 → 05/2023
  Executive Wealth Management, Llc
  Brighton, MI
• 05/2023 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 01/2022 → Present
  Ewm Capital, Llc
  Brighton, MI
• 12/2024 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2013-10-17 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
  Northville, MI
• 2013-07-29 → 2017-06-06
  Invest Financial Corporation
  Northville, MI
  Howell, MI
  Hartland, MI
  Brighton, MI
  Brighton, MI
  Fowlerville, MI
  Howell, MI
• 2012-10-01 → 2013-05-03
  J.P. Morgan Securities Llc
  Plymouth, MI
  Canton, MI
• 2006-09-12 → 2012-10-01
  Chase Investment Services Corp.
  Plymouth, MI
  Canton, MI
  Canton, MI
  Westland, MI
  Garden City, MI
  Chicago, IL

Other Businesses

1) Z.B. Messina Financial Services LLC; Investment-Related; 175 Cadycentre Ste 325, Northville, MI 48167; S-Corp; Managing Member; 04/01/2013; 180 hrs/monthly. 2) Executive Financial Planning; Investment-Related; 135 W. North St, Brighton, MI 48116; Insurance Agency; Owner and Insurance Agent; 01/01/2022; 4 hrs/monthly. 3) EWM Capital; Investment-Related; 135 W. North St, Brighton, MI 48116; Parent Company for Executive Wealth Management, LLC, EWM Investment Solutions, ; Director and 1% Owner; 04/10/2022; 160 hrs/monthly. 4) EWM Tax Solutions; Not-Investment-Related; 135 W. North St, Brighton, MI 48116; tax preparation services, Owner; 04/10/2022; 0 hrs/monthly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-07
• S63 Uniform Securities Agent State Law Examination
  2001-04-30