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Zachary Paul Lountzis

Lountzis Asset Management, LLC

Wyomissing, PA

Southampton, PA

New York, NY

CRD 5859737

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Employer firm

Lountzis Asset Management, LLC CRD 118923

$624M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Lountzis Asset Management, Llc

60 Commerce Drive, Wyomissing, PA 19610 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-09
NY RA APPROVED 2024-03-12
PA RA APPROVED 2021-03-25
  • TX RA
    APPROVED_RES
    Since 2025-09-09
  • NY RA
    APPROVED
    Since 2024-03-12
  • PA RA
    APPROVED
    Since 2021-03-25

Branch Locations

60 Commerce Drive, Wyomissing, PA 19610 • United States

Southampton, PA • United States

260 Madison Ave. 8Th Floor, New York, NY 10016 • 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
Jefferies Llc New York NY 08/2014 02/2019
Lountzis Asset Management Wyomissing PA 03/2019 Present
  • 08/2014 → 02/2019
    Jefferies Llc
    New York, NY
  • 03/2019 → Present
    Lountzis Asset Management
    Wyomissing, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-25
S63 Uniform Securities Agent State Law Examination 2010-11-16
  • S65 Uniform Investment Adviser Law Examination
    2021-03-25
  • S63 Uniform Securities Agent State Law Examination
    2010-11-16
Other Names
  • Zachary Lountzis
  • Zachary Paul Lountzis
  • Lountzis Paul Zachary Paul
  • Zach Lountzis

View on SEC IAPD

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Nearby Investors

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Nearby Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA

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