Zachary Oliver Boleyn

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2015 → 02/2020
  Triad Advisors, Inc.
  Norcross, GA
• 11/2015 → 02/2024
  Keeney Financial Group Inc.
  Columbia, MD
• 02/2020 → 01/2024
  Triad Advisors
  Norcross, GA
• 02/2024 → Present
  Beacon Pointe Advisors
  Columbia, MD
• 02/2024 → Present
  Beacon Pointe Insurance Services, Llc
  Columbia, MD

Previous Registrations

• 2020-12-16 → 2024-03-08
  Keeney Financial Group Inc.
  Columbia, MD

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE. 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 02/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S66 Uniform Combined State Law Examination
  2018-07-03

Designations

• Certified Financial Planner

Other Names

• Zachary Oliver Boleyn
• Zach Boleyn
• Zachary O Boleyn