Daniel Richard Zajac

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2004 → 04/2021
  Capital Analysts Incorporated
  Radnor, PA
• 06/2012 → 04/2021
  Lincoln Investment
  Exton, PA
• 04/2021 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2021 → Present
  Zajac Group
  Exton, PA

Previous Registrations

• 2012-06-01 → 2021-04-26
  Lincoln Investment
  Exton, PA
  Woodland Hills, CA
  Palm Beach Gardens, FL
• 2012-06-04 → 2021-04-26
  Capital Analysts
  Exton, PA
  Exton, PA
• 2005-05-17 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cinnaminson, NJ
  Cincinnati, OH
  Exton, PA

Other Businesses

1. Fixed insurance sales; as of 4/26/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparation, Zajac Tax, LLC; as of 10/07/2021; Less than 5% of time spent during business hours; Conducted at branch; Not investment related. 3. Author, Daniel Zajac; writer of blog content, as of 4/26/2021; 10% of time spent during business hours; Conducted at branch location; Not investment related. 4. Co-Owner, The Zajac Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 3/01/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Zajac Tax, LLC; a private entity created for the purpose of tax preparation services, owned by the Zajac Group, LLC; as of 10/07/2021; Less than 5% of time spent during business hours; Conducted at branch location; Not investment related. 6. Speaker, General Financial Education Presentations; Located in Exton, PA as of 6/8/2022; 10% of time spent during business hours; Not conducted at branch location; Not investment related. 7. Owner of rental property located in West Chester, PA, as of 01/01/2012; 0% of time spent during business hours; Not conducted at branch location; Investment related. 8. Owner, Daniel Zajac, LLC; entity created for the purpose of writing articles; as of 3/5/2021; 10% of time spent during business hours; Conducted at branch location; Not investment related. 9. Co-owner, Zajac Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/07/2022; 0% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-12
• S63 Uniform Securities Agent State Law Examination
  2004-08-25

Designations

• Certified Financial Planner