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Zachary Scott Drescher

Stewardship Advisors, LLC

Mount Joy, PA

CRD 6582494

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Employer firm

Stewardship Advisors, LLC CRD 277099

$545M regulatory AUM 23 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:

Current Employers
Stewardship Advisors, Llc

321 W. Main Street, Mount Joy, PA 17552 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-01-03
  • PA RA
    APPROVED
    Since 2017-01-03

Branch Locations

321 W. Main Street, Mount Joy, PA 17552 • 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
Cambridge Investment Research, Inc. Fairfield IA 01/2016 10/2016
Stewardship Advisors, Llc. Mount Joy PA 11/2015 Present
Private Client Services Llc Louisville KY 10/2016 10/2018
  • 01/2016 → 10/2016
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2015 → Present
    Mount Joy, PA
  • 10/2016 → 10/2018
    Private Client Services Llc
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-25
  • S66 Uniform Combined State Law Examination
    2016-08-25
Other Names
  • Zachary S. Drescher
  • Zachary S Drescher

View on SEC IAPD

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