Zachariah Leslie Robinson

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2015 → Present
  Nylife Securities Llc
  Bellevue, WA
• 12/2014 → Present
  New York Life Insurance Company
  Bellevue, WA
• 08/2022 → Present
  Eagle Strategies Llc
  Bellevue, WA
• 02/2026 → Present
  Z To A Financial
  Mountlake Terrace, WA

Other Businesses

[Freelance Theatre Director; Direct a theatre production for a community theatre; 950 Main St, Edmonds, WA 98020; Start Date 11/2018; Role/Title: Independent Contractor; Not Investment Related; 32 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 10885 NE 4th St #1400 Bellevue, Wa 98004; Start Date 05/2019; Role/Title: Independent Contractor; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with New York Life; 51 Madison Ave New York, NY 10010; Start Date 01/2024; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Z TO A FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (MOUNTLAKE TERRACE, WA); START DATE: 02/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-15
• S63 Uniform Securities Agent State Law Examination
  2015-08-05

Designations

• Chartered Financial Consultant

Other Names

• Zach Robinson
• Zachariah Robinson