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Zachary Loren Shrier

Shrier Wealth Management, LLC

Los Angeles, CA

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Current Employers
Shrier Wealth Management, Llc

1925 Century Park East Suite 2020, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-07
TX RA APPROVED 2025-01-07
  • CA RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-07

Branch Locations

1925 Century Park East Suite 2020, Los Angeles, CA 90067 • 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
Lpl Financial Beverly Hills CA 08/2003 01/2025
Shrier Wealth Management, Llc Los Angeles CA 01/2025 Present
Previous Registrations
Other Businesses

Licensed Insurance Agent; Not investment related; 1925 Century Park East, Ste 2020, Los Angeles, CA 90035; Insurance sales; Approx. 0% of time

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-24
  • S66 Uniform Combined State Law Examination
    2003-11-24

View on SEC IAPD

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