Zachary Lee Furshman

Employer firm

Continuum Advisory, LLC CRD 283155

$1.91B regulatory AUM 3,461 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2018 → 03/2021
  Morgan Stanley & Co., Llc
  Baltimore, MD
• 08/2015 → 03/2018
  Bank Of New York Mellon
  Baltimore, MD
• 03/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Annapolis, MD

Other Businesses

1) Kelly Insurance & Investments, Inc -investment related; 810 E College Parkway, Annapolis, MD 21409; insurance and employee benefits; wealth management director; 3/2021; 10 hrs/month; 2 hrs during trading; paid salary through this company which is the holding company of Kelly Financial Advisors, LLC and provide insurance planning through 2) Continuum Advisory, LLC -investment related; 810 E College Parkway, Annapolis, MD 21409; independent RIA; wealth management director; 3/2021; 160 hrs/month; 6.5 hrs during trading; RIA affiliated with Kelly Financial Advisors, operations professional working with both Triad and Continuum 3) Kelly Financial Advisors, LLC -investment related; 810 E College Parkway, Annapolis, MD 21409; dba for financial advisory business; wealth management director; 3/2021; 160 hrs/month; 6.5 hrs during trading; dba that does business through Triad Advisors and Continuum Advisory 4) HOA BOARD POSITION: Treasurer NATURE: Community HOA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 1508 Decatur St, Baltimore MD 21230 DESCRIPTION: I am on the HOA board and have access to view the financials of the HOA. I do not have access to and am not a signer on the actual bank accounts. I have view only access. The HOA and bank accounts are run by a corporate HOA third party.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-24
• S63 Uniform Securities Agent State Law Examination
  2012-12-04

Other Names

• Zachary L Furshman