Zachary Evan Breverman

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Agoura Hills, CA

Previous Registrations

• 2012-03-30 → 2016-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
  Thousand Oaks, CA
  Thousand Oaks, CA

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; LIVINGSTON, TX; 100% OWNERSHIP; START 12/20/2015; 1 HOUR PER MONTH / 0 DURING TRADING.| DUNCAN-NEWMAN ASSOCIATES, LLC, INVT RELATED, AGOURA HILLS, CA, 16% OWNERSHIP, START DATE 1/1/2023, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE.| TWENTY2 VENTURES, INVT RELATED, STUDIO CITY, CA, 100% OWNERSHIP, START DATE 1/1/2023, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY; INV RELATED; STUDIO CITY, CA; 100% OWNERSHIP; START DATE 06/12/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2012-03-29

Other Names

• Zachary Breverman