Best Investors Account Sign in
Inactive

Anthony Ray Zackery

Zevenbergen Capital Investments LLC

Edmonds, WA

CRD 5927738

Claim This Profile
Employer firm

Zevenbergen Capital Investments LLC CRD 128990

$4.57B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • MODEL-ONLY PORTFOLIOS

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

Current Employers
Zevenbergen Capital Investments Llc

326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2011-07-01
  • WA RA
    APPROVED
    Since 2011-07-01

Branch Locations

326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • 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
Zevenbergen Capital Investments Llc Edmonds WA 04/2011 Present
Other Businesses

Name: Western Washington University College of Business and Economics Investment Management and Scholarship Endowment Fund Investment Related: Yes Address: 516 High Street, Bellingham, WA 98225 Nature: University Endowment Fund Position: Advisory Board Member Start Date: 06/2013 Hours/Month: 0-5 Hours/Trading Hours: 0 Duties: Mentor finance students conducting stock research projects and provide market perspectives to students and professor in charge of the Fund's management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-30
  • S65 Uniform Investment Adviser Law Examination
    2011-06-30
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Edmonds, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor