Zachary Earl Young

Employer firm

B. Riley Wealth Advisors, Inc. CRD 115927

$4.21B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 04/2015 → 06/2021
  Moors & Cabot Inc
  Boston, MA
• 06/2021 → 07/2022
  National Securities Corporation
  Boston, MA
• 06/2021 → 07/2022
  National Asset Management
  Boston, MA
• 07/2022 → Present
  B. Riley Wealth Management
  Memphis, TN
• 07/2022 → Present
  B. Riley Wealth Advisors
  Memphis, TN

Previous Registrations

• 2015-12-03 → 2021-06-21
  Moors & Cabot, Inc.
  Boston, MA

Other Businesses

RSIG Security Inc.; Non investment - related; 5 Mount Royal Ave Suite #240 Marlborough, MA 01752; Event security; Start date 2/13/2023; 30 hrs/ week devoted none during securities trading hrs; Event security, monitoring patrons.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-29
• S63 Uniform Securities Agent State Law Examination
  2002-04-18

Other Names

• Zak Young
• Zackary E Young
• Zac Young
• Zackary Earl Young