Paul William Zambriski

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

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

• 09/2009 → 06/2017
  Bank Of America, N.A.
  El Segundo, CA
• 06/2017 → 08/2025
  Wells Fargo Advisors Financial Network, Llc
  Torrance, CA
• 08/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2017-06-30 → 2025-08-26
  Wells Fargo Advisors Financial Network, Llc
  Torrance, CA
• 2003-06-11 → 2017-07-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Torrance, CA
  Long Beach, CA
  El Segundo, CA
  Rolling Hills Estates, CA

Other Businesses

ZP GROUP LLC; INV. RELATED; TORRANCE, CA; 65.9% OWNERSHIP; 12/1/2018; 1 HR PER MONTH; 0 HRS DURING TRADING, FINET PRACTICE.| ZAMBRISKI-POLSON WEALTH ADVISORS 401K; INV. RELATED; TORRANCE, CA; TRUSTEE; 1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.| ZAMBRISKI-POLSON WEALTH ADVISORS PSP; INV. RELATED; TORRANCE, CA; TRUSTEE; 1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.| RENTAL PROPERTY, INV RELATED, ST. PETERSBURG, FL, 100% OWNERSHIP, START 6/1/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.| PAUL A BREEN PROPERTY TRUST; INV RELATED; TORRANCE, CA; TRUST; SUCCESSOR TRUSTEE; START DATE 09/01/2041; 5 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2003-05-30

Other Names

• Paul W Zambriski