Zackery Aaron Mollett

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2018 → 03/2020
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2017 → 04/2018
  Mra Associates
  Phoenix, AZ
• 03/2013 → 04/2018
  Aspire Kids Sports Center
  Chandler, AZ
• 03/2020 → 10/2025
  Morgan Stanley
  Gilbert, AZ
• 09/2020 → 10/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 10/2025 → Present
  Lpl Financial Llc
  Phoenix, AZ
• 10/2025 → Present
  Flagstar Bank
  Pheonix, AZ

Previous Registrations

• 2020-05-26 → 2025-10-03
  Morgan Stanley
  Gilbert, AZ

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flagstar Wealth Services - Inv Rel - At Reported Business Location (s) - Start Date:10/2025

Exams

• S66 Uniform Combined State Law Examination
  2020-05-22
• S63 Uniform Securities Agent State Law Examination
  2018-07-06

Other Names

• Zackery Mollett
• Zack Mollett