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Stephanie M Zachary

Zachary Financial Consultants LLC

Palm Beach Gardens, FL

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Current Employers
Zachary Financial Consultants Llc

11360 N. Jog Rd. Ste 102, Palm Beach Gardens, FL 33418 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-14
NY RA APPROVED 2024-08-24
  • FL RA
    APPROVED
    Since 2024-11-14
  • NY RA
    APPROVED
    Since 2024-08-24

Branch Locations

11360 N. Jog Rd. Ste 102, Palm Beach Gardens, FL 33418 • 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
Zachary Financial Consultants Llc Palm Beach Gardens, Fl FL 10/2015 Present
Stephanie M Zachary Law Offices Pa Palm Beach Gardens FL 02/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23

View on SEC IAPD

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