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Zachary Zwillinger

Zz Planning LLC

New York, NY

CRD 8211363

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Employer firm

Zz Planning LLC CRD 340329

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Zz Planning Llc

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-03
  • NY RA
    APPROVED
    Since 2026-03-03

Branch Locations

New York, NY • 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
Paul Hastings Llp New York NY 01/2016 03/2025
New York University School Of Professional Studies New York NY 03/2025 11/2025
Zz Planning Llc New York NY 12/2025 Present
  • 01/2016 → 03/2025
    Paul Hastings Llp
    New York, NY
  • 03/2025 → 11/2025
    New York University School Of Professional Studies
    New York, NY
  • 12/2025 → Present
    Zz Planning Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-22
  • S65 Uniform Investment Adviser Law Examination
    2025-05-22
Designations
  • Certified Financial Planner
Other Names
  • Zach Zwillinger

View on SEC IAPD

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