Zachary Michael Palmer

Employer firm

Ark Royal Wealth Management LLC CRD 175151

$169M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2018 → 07/2019
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2014 → 12/2017
  Student At Unc Chapel Hill
  Chapel Hill, NC
• 05/2017 → 12/2017
  Hilltop Wealth Advisors
  Chapel Hill, NC
• 06/2016 → 12/2016
  Carolina Financial Group
  Raleigh, NC
• 12/2017 → 01/2018
  Postmates
  Raleigh, NC
• 07/2019 → 03/2024
  Modera Wealth Management, Llc
  Westwood, NJ
• 12/2017 → 08/2018
  Ark Royal Wealth Managment
  Raleigh, NC
• 03/2024 → Present
  Ark Royal Wealth Management Llc
  Raleigh, NC

Previous Registrations

• 2020-01-15 → 2024-03-06
  Modera Wealth Management, Llc
  Charlotte, NC
  Charlotte, NC
  Westwood, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-15
• S63 Uniform Securities Agent State Law Examination
  2018-10-19

Designations

• Certified Financial Planner

Other Names

• Zach Michael Palmer
• Zachary Palmer